Trust and Tax Manager

Here’s your chance to do big-ticket trust work—without commuting into the city.

A well-respected professional services firm is looking for a Trust and Tax Manager to join their private wealth team in Cheltenham. You’ll manage your own client portfolio, handle trust tax and estate administration, and work with colleagues across legal, tax, and financial planning.

This is the kind of role where you’ll do a bit of everything: from preparing trust accounts and IHT returns, to attending trustee meetings, tracking investments, and giving practical advice to beneficiaries and families.

It’s a great move for someone with experience in trust taxation who wants variety, autonomy, and the backing of a collaborative team. You’ll be trusted to get on with things—but never left to figure it all out alone.

We specialise in tax recruitment, working with boutique consultancies and global firms that trust us to deliver top‑tier talent. Many of our roles are exclusive and not advertised elsewhere—so you’re already ahead by being here.

But it’s more than just access to hidden opportunities. We take the time to understand your unique skills, career aspirations, and personal goals.

By partnering with us, you’ll gain a trusted advisor who’s invested in your success—every step of the way.