Trust Tax Manager
Location: Swindon (Hybrid 2 days in office)
Join a Firm That’s Growing, And Grow With It
We’re partnering with an ambitious, independent firm with a thriving tax division that’s rapidly expanding. With a team of professionals driving a significant percentage of the firm turnover, we’re helping build out something special and you have an opportunity to be part of it.
This is a priority hire to help shape the future of this well established financial practice firms Trust Tax offering.
What You’ll Be Doing
This is a broad spectrum trust tax role with exposure to everything from compliance to bespoke advisory projects. Your portfolio and work load would typically include:
*Trust accounts and tax return completion
*Deed analysis
*Entry/exit/10-year anniversary charge calculations
*Discretionary and settlor-interested trust work
*New trust setups and family investment company support
*Bespoke, project-based advisory
Why This Role Stands Out
*Progression & Development: You’ll be part of a team that values practical capability and invests in long-term growth.
*Collaborative Culture: They thrive on teamwork and shared expertise.
*Flexible Interviewing: Remote first-round interviews possible, with a visit to the office required for the final stage.
*Hybrid Working: Up to 3 days from home.
Who We’re Looking For
*Ideally CTA qualified with 3+ years’ experience
*Strong technical trust tax knowledge
*Practical, experienced, and confident in client communication
*Able to explain and convey complex information in simple terms to non technical clients