Trust & Tax Manager

5 days ago

Manchester, United Kingdom Lewis Paige Full time

Trust & Tax Manager – Private Wealth TeamManchester | Hybrid working | Full-Time | Regional Law Firm Salary: Competitive/Negotiable based on experience Are you ready to elevate your Private Client career? We’re recruiting on behalf of a respected and forward-thinking regional law firm based in the heart of Spinningfields, Manchester. Due to continued growth, their award-winning Private Wealth department is seeking a proactive Trust & Tax Manager to join their highly regarded team. This is an exciting opportunity for a motivated individual to work alongside experienced partners and talented professionals on a varied caseload involving trust administration, inheritance tax, and probate matters. If you’re looking to build your expertise within a dynamic, supportive and collaborative environment – this could be the perfect next step for you. ? What’s in it for you? Join a friendly and growing team of Private Wealth specialists Work on a diverse and rewarding caseload of high-value trust and estate matters Enjoy a healthy work-life balance with hybrid working – 3 days in the Manchester office, up to 2 days remote Thrive in a firm that truly values professional development and internal progression ? Key Responsibilities: Manage a portfolio of clients, offering expert guidance on tax and succession planning Oversee the preparation of trust accounts, tax returns, and IHT reporting Advise on CGT, Income Tax, and IHT liabilities, ensuring full compliance and efficiency Coordinate trustee meetings and prepare accurate minutes Process payments and discretionary distributions from trusts Review trust deeds and provide clear interpretations in collaboration with the wider team Maintain regular communication with partners and assist with billing and client updates Uphold high standards in both written and verbal client communications ? About You: You’re passionate about trust and estate work and committed to developing your career in Private Wealth You bring strong people skills, attention to detail and a commercial mindset You're a natural organiser with the ability to prioritise and manage competing deadlines Experience with CCH or similar tax software is a plus – but not essential You enjoy sharing knowledge, working collaboratively and taking initiative STEP Diploma or equivalent tax qualification is desirable – however, demonstrable experience is just as valuable ? Location: This is a full-time position (35 hours per week), based in the firm’s Manchester head office in Spinningfields. The role offers flexible working arrangements with the option to work remotely up to two days a week. Ready to take the next step in your Private Client journey? Apply today to join a team where your growth, input, and development will be genuinely valued. Apply now or contact us for a confidential discussion about this fantastic opportunity.

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