Clark Wood is proud to be working in partnership with a modern and forward-thinking firm specialising in legal, tax, and trust services. Based in New Alresford, this innovative firm delivers bespoke solutions for high-net-worth individuals, professionals, and business owners across the region.
They are now seeking an experienced and detail-oriented Tax and Trust Manager to join their growing and collaborative team.
This is an excellent opportunity for a senior personal tax and trust adviser who is looking for a fresh challenge outside of a traditional accountancy practice, with real client interaction, advisory responsibility, and long-term progression.
Key Responsibilities:
Trust Administration: Manage a varied portfolio of trusts, ensuring accurate administration and full compliance with legal and regulatory frameworks.
Client Liaison: Serve as the primary point of contact for clients, offering regular updates, managing expectations, and responding to queries.
Financial Management: Oversee the preparation of trust accounts, tax returns, and investment performance reviews.
Compliance Oversight: Ensure all trust and estate matters are conducted in line with relevant trust deeds, wills, HMRC requirements, and industry legislation.
Advisory Work: Provide clear, high-quality advice on estate planning, trust structuring, inheritance tax, and other personal tax issues.
Team Collaboration: Work closely with internal legal, tax, and private client teams to provide a joined-up service to clients.
Continuous Learning: Keep up to date with developments in trust law, taxation, and estate planning; contribute to internal knowledge sharing and CPD initiatives.
Candidate Requirements:
Solid experience in trust administration and personal tax, ideally gained within a legal, accountancy, or fiduciary services firm
Excellent working knowledge of UK trust law, estate planning strategies, and associated tax implications
Strong interpersonal and communication skills – confident managing clients directly
ATT / CTA / STEP qualification (or working towards) would be highly beneficial
A proactive and professional approach with excellent attention to detail
What’s on Offer:
A highly supportive and flexible working environment
Real career development and progression opportunities
The chance to work in a non-traditional setting, focused on long-term client relationships and bespoke trust solutions
Apply Now:
If you're looking to take the next step in your career with a firm that values innovation, autonomy, and personal service, contact Will Langdon at Clark Wood today for a confidential discussion or apply below.
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