Tax & Trusts Manager / Senior Manager - EastleighLocation: EastleighSector: Tax, Personal Tax, Trusts, Private Client TaxContract Type: PermanentSalary: £45000 - £65000 per annumContact: Will LangdonContact email: will.langdon@clark-wood.co.ukContact phone: +44 (0) 1173 291051Published: 6 days agoExpiry date: 2026-06-04Start date: 2026-04-22 00:00:00Consultant: Will LangdonAssistant Manager / Manager / Senior Manager – Tax & TrustEastleigh | Hybrid WorkingIndependent Legal & Trust Services FirmClark Wood is delighted to be partnering with a modern and forward-thinking firm specialising in legal, tax, and trust services. This innovative business provides bespoke solutions to high-net-worth individuals, professionals, and business owners across the region.Due to continued growth, they are now seeking a Tax & Trust professional to join their collaborative team. The role is open at Assistant Manager, Manager, or Senior Manager level, offering flexibility depending on experience.This is an excellent opportunity for a personal tax and trust specialist looking to step away from a traditional accountancy practice environment, with greater client exposure, advisory responsibility, and genuine long-term progression.Key ResponsibilitiesTrust Administration: Manage a varied portfolio of trusts, ensuring accurate administration and full compliance with legal and regulatory requirements.Client Liaison: Act as a key point of contact for clients, building strong relationships and handling queries in a proactive and professional manner.Financial Management: Oversee the preparation of trust accounts, tax returns, and investment reviews.Compliance Oversight: Ensure all trust and estate matters adhere to trust deeds, wills, HMRC requirements, and relevant legislation.Advisory Work: Provide high-quality advice on estate planning, trust structuring, inheritance tax, and personal tax matters.Team Collaboration: Work closely with internal legal and private client teams to deliver a seamless service.Continuous Development: Stay up to date with developments in trust law and taxation, contributing to internal knowledge sharing and CPD.Candidate ProfileStrong experience in trust administration and personal tax, ideally within a legal, accountancy, or fiduciary environment.Good working knowledge of UK trust law, estate planning, and associated tax matters.Confident communicator with experience managing client relationships directly.ATT / CTA / STEP qualified (or working towards) preferred.Proactive, detail-oriented, and professional approach.What’s on OfferHybrid and flexible working.Supportive, collaborative team environment.Clear progression opportunities aligned to your level.Opportunity to work in a modern, non-traditional setting focused on long-term client relationships.
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