Senior Trusts & Tax Assistant

JR United Kingdom; Bolton; On-site; GBP 30,000 - 45,000; Full time

Job summary

Join a leading regional law firm as a Senior Trusts & Tax Assistant in Bolton. This role involves supporting high net worth clients throughout the full lifecycle of trusts, from their creation to annual management, requiring experience and a genuine interest in trusts and taxes. The firm promotes a supportive environment focusing on staff wellbeing and long-term careers.

Qualifications

• Have experience in trusts and taxes, ideally from the legal sector.
• Keen interest in trusts and tax assistance.

Responsibilities

• Support the client team with the lifecycle of trusts.
• Prepare annual tax returns and conduct meetings with clients.

Skills

Experience in trusts

Experience in taxes

Attention to detail

Client management

Job description

Social network you want to login/join with:

Senior Trusts & Tax Assistant, Bolton, Greater Manchester

col-narrow-left

Client:

Location:

Bolton, Greater Manchester, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

3

Posted:

31.05.2025

Expiry Date:

15.07.2025

col-wide

Job Description:

Do you take pride in helping clients future-proof their lives? Join this leading regional law firm as their newest Senior Trusts & Tax Assistant in Bolton.

Working within an award-winning team of 8, your role as Senior Trusts & Tax Assistant will support their leading private client team, working with a loyal client base of high- and ultra-high net worth individuals from your office in Bolton.

You'll benefit from all the resources a full-service law firm can offer. As a firm that prides themselves on their attitude toward staff wellbeing, they hope to welcome an individual with a goal of real career longevity in mind.

This team works on the full life cycle of trusts, starting with their creation and dealing with their annual management. This includes annual tax returns, as well as conducting various meetings with bodies such as the IFA, clients, trustees, and more.

For this Senior Trusts & Tax Assistant role, you will ideally:

• Have experience in trusts and taxes, gained ideally from the legal sector.

Does the above not resemble your experience? We recognize that job titles can be subjective, so if you have a keen interest in this area and relevant experience, we encourage you to get in touch.

This firm is committed to treating everyone with equal courtesy and respect, regardless of their minority status. Please get in touch if you have any questions concerning reasonable adjustments or diversity practices.

Contact the Legal team—Hayley Rose or Chloë—at Harvey John for more information about this Senior Trusts & Tax Assistant role in Bolton.

Harvey John is acting as an Employment Agency in relation to this vacancy. The salary bracket advertised is FTE, for guidance only, and was set by the agency. We are committed to continued improvement in terms of their diversity and inclusion practices. Please get in touch with any questions concerning reasonable adjustments, accommodations, or diversity practices.