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Client:
Office Collective
Location:
bolton, greater manchester, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
2
Posted:
10.06.2025
Expiry Date:
25.07.2025
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Job Description:
Full-Time | 35 Hours | 3 Days in Office (Spinningfields)
Are you an experienced Private Client professional with a background in trust administration, estate work, or personal tax, ready to take your next step in a warm, collaborative legal environment?
We’re working with a highly regarded Private Wealth team in Manchester that’s looking for a confident, capable individual to take ownership of a broad and interesting caseload across trusts, estates, and tax matters. This is a hands-on role in a highly respected firm — perfect for someone who enjoys client-facing work, solving complex problems, and contributing to a close-knit, well-supported team.
? What You’ll Be Doing:
* Managing a portfolio of trust and estate clients
* Preparing or reviewing trust accounts and tax returns (CGT, IHT, income tax)
* Liaising with HMRC and third parties on compliance, distributions, and payments
* Supporting probate and succession planning matters
* Attending trustee meetings and advising on investment and policy documentation
* Collaborating with fee earners and Partners to keep client work on track
* Assisting with billing and ongoing client relationship management
What We’re Looking For:
* Experience in trusts, estate administration, or private client tax — from a legal or accounting background
* A detail-focused, well-organised individual who takes pride in their work
* Strong understanding of trusts, tax, and probate processes
* Someone who enjoys building long-term client relationships
* Experience with CCH or similar tax software is helpful (but training is available)
? Qualifications (Not Essential):
* STEP qualification or tax certification is an advantage — but practical experience is equally valued.
? Why Join This Team?
* Work in one of Manchester’s leading Private Wealth practices
* Join a firm with a genuinely friendly, people-first culture
* Enjoy a hybrid working model (3 days in-office, 2 remote)
* Receive support from senior experts while growing your own specialism
* Be part of a firm that values expertise, long-term development, and work-life balance
If you’re currently a Private Client Executive, Trusts Assistant, Tax Associate, or Probate Specialist and you’re looking to grow in a dynamic, professional, and supportive team — we’d love to hear from you.
? Apply now or reach out confidentially to find out more.
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