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Trust & Tax Assistant, bolton, greater manchester
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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:
4
Posted:
10.06.2025
Expiry Date:
25.07.2025
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Job Description:
Trust & Tax Assistant – Private Wealth
Manchester (Hybrid – up to 2 days remote)
Are you a detail-driven administrator with an interest in trusts, estates, and private wealth? We’re working with a well-established and supportive Private Wealth team in Manchester, who are looking to bring on a Trust & Tax Assistant to support their growing practice.
This is an excellent opportunity to join a collaborative team dealing with a broad mix of trust administration, tax, and probate work — all while developing your knowledge in a highly respected legal environment.
What You’ll Be Doing:
* Liaising with clients, accountants, and investment managers to facilitate trust and estate matters.
* Supporting the preparation of trust accounts, inheritance tax, capital gains tax and income tax returns.
* Assisting with payments and trust distributions (capital and income).
* Preparing documentation for trustee meetings and drafting minutes.
* Helping manage deadlines, progress updates, and billing support.
* Contributing to the drafting and reviewing of trustees' investment policy statements.
* Maintaining high standards in all written and verbal communications.
What We’re Looking For:
* Strong administrative skills and a genuine interest in trusts, tax or estate work.
* Experience in a private client setting or exposure to trust/estate administration is desirable.
* High attention to detail and confident with multi-tasking in a busy team.
* Strong communication and time management skills.
* Proactive, self-motivated, and able to manage your own workload.
* Familiarity with CCH or similar tax software is a plus – but training will be provided.
Why This Role?
You’ll be joining a close-knit team with approachable leadership and a wealth of experience to learn from. This is the ideal next step for someone who’s looking to:
* Build a long-term career in private wealth
* Expand their expertise in trust and tax administration
* Work in a modern city-centre office (Spinningfields) with hybrid flexibility
If you're looking to develop your private client career in a friendly and respected team with real progression opportunities, we’d love to hear from you.
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