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A leading law firm is seeking to appoint a Trust & Tax Manager to join its expanding Private Wealth team in Manchester city centre. This is a fantastic opportunity for a private client specialist ready to progress their career in a supportive and dynamic environment.
Job Responsibility:
Manage a varied portfolio of trust and estate matters, including tax planning and compliance
Prepare trust accounts, tax returns, and inheritance tax forms, liaising with HMRC as required
Attend and minute trustee meetings, oversee trust distributions, and provide clear advice on trust deeds and investment policy statements
Maintain regular communication with clients and colleagues, contributing to billing and reporting
Mentor junior staff and share technical knowledge to support team growth
Requirements:
Proven experience in private client work, with a focus on trusts and estate administration
Confident managing client relationships and working within a team
Excellent attention to detail and sound judgment, with a calm, methodical approach
Strong organisational and time-management skills
Familiarity with tax software such as CCH is advantageous but not essential
STEP qualification or equivalent professional tax accreditation preferred
equivalent practical experience will also be highly valued
Nice to have:
Familiarity with tax software such as CCH
STEP qualification or equivalent professional tax accreditation
What we offer:
25+ days’ holiday (rising with service) plus Christmas closure
hybrid working
pension scheme
private medical insurance
life and travel insurance
Clear promotion and progression pathways with a strong focus on professional development
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