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.
This is a fantastic opportunity to work alongside senior colleagues in a collaborative and friendly environment, where your contribution will be valued and your expertise respected.
What You’ll Be Doing:
* 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.
* Calculating trustees’ liabilities and overseeing distributions and payments.
* Drafting investment policy statements and attending trustee meetings.
* Supporting probate matters and maintaining high standards of client service.
* Advising on trust deeds and legal documentation alongside colleagues.
* Managing your caseload efficiently, with regular partner updates and assistance on billing.
Who We’re Looking For:
* A personable, proactive professional with a background in trust or estate administration and/or private client tax work.
* Excellent communicator with strong organisational skills and attention to detail.
* 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.
Preferred Qualifications:
* STEP Diploma or a recognised tax qualification is desirable – but practical experience is just as valuable. If you’ve built your knowledge on the job and are ready for a step up, we’d love to hear from you.
Why Apply?
This role offers:
* A high-calibre caseload within a respected and well-established Private Wealth team.
* Supportive senior leadership and room to grow within the department.
* 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.
If you’re ready to elevate your career and join a forward-thinking team where your skills will be recognised and developed, apply now!