Trust & Tax Manager
Manchester (Hybrid – 3 days in office, 2 from home)
Full-Time | 35 Hours per Week
Are you an experienced private client professional looking to take the next step in your career within a trusted, growing legal team? We’re working with a highly regarded Private Wealth department in Manchester that is seeking a skilled Trust & Tax Manager to support a diverse caseload of trust administration, estate management, and tax matters.
Proactively managing trust and estate clients, identifying succession and tax planning opportunities.
Preparing and reviewing trust accounts, tax returns (IHT, CGT, Income Tax), and liaising with HMRC.
Drafting investment policy statements and attending trustee meetings.
Advising on trust deeds and legal documentation alongside colleagues.
Managing your caseload efficiently, with regular partner updates and assistance on billing.
A personable, proactive professional with a background in trust or estate administration and/or private client tax work.
Able to interpret trust deeds and tax legislation with confidence and sound judgement.
Experience with CCH or similar tax software (training can be provided).
A collaborative team player with a genuine passion for private wealth work.
STEP Diploma or a recognised tax qualification is desirable – but practical experience is just as valuable. A high-calibre caseload within a respected and well-established Private Wealth team.
A hybrid working model (3 days in office, 2 from home) and a Manchester city-centre HQ in Spinningfields.
The chance to shape your career in a dynamic, people-first legal environment.