Assistant Manager / Manager / Senior Manager – Tax & Trust
Eastleigh | Hybrid Working
Independent Legal & Trust Services Firm
Clark Wood is delighted to be partnering with a modern and forward-thinking firm specialising in legal, tax, and trust services. This innovative business provides bespoke solutions to high-net-worth individuals, professionals, and business owners across the region.
Due to continued growth, they are now seeking a Tax & Trust professional to join their collaborative team. The role is open at Assistant Manager, Manager, or Senior Manager level, offering flexibility depending on experience.
This is an excellent opportunity for a personal tax and trust specialist looking to step away from a traditional accountancy practice environment, with greater client exposure, advisory responsibility, and genuine long-term progression.
Key Responsibilities
* Trust Administration: Manage a varied portfolio of trusts, ensuring accurate administration and full compliance with legal and regulatory requirements.
* Client Liaison: Act as a key point of contact for clients, building strong relationships and handling queries in a proactive and professional manner.
* Financial Management: Oversee the preparation of trust accounts, tax returns, and investment reviews.
* Compliance Oversight: Ensure all trust and estate matters adhere to trust deeds, wills, HMRC requirements, and relevant legislation.
* Advisory Work: Provide high-quality advice on estate planning, trust structuring, inheritance tax, and personal tax matters.
* Team Collaboration: Work closely with internal legal and private client teams to deliver a seamless service.
* Continuous Development: Stay up to date with developments in trust law and taxation, contributing to internal knowledge sharing and CPD.
Candidate Profile
* Strong experience in trust administration and personal tax, ideally within a legal, accountancy, or fiduciary environment
* Good working knowledge of UK trust law, estate planning, and associated tax matters
* Confident communicator with experience managing client relationships directly
* ATT / CTA / STEP qualified (or working towards) preferred
* Proactive, detail-oriented, and professional approach
What’s on Offer
* Hybrid and flexible working
* Supportive, collaborative team environment
* Clear progression opportunities aligned to your level
* Opportunity to work in a modern, non-traditional setting focused on long-term client relationships
Apply Now
For a confidential discussion or to apply, please contact Will Langdon at Clark Wood.
Email: will@clark-wood.co.uk
Tel: 07920 557121
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