Senior Trusts & Tax Assistant

JR United Kingdom; Stockport; On-site; GBP 35,000 - 45,000; Full time

Job summary

Join a leading regional law firm in Stockport as a Senior Trusts & Tax Assistant. In this role, you will support a prestigious client base in managing trusts and taxes, ensuring excellent service through your expertise and attention to detail. This opportunity offers a chance for career longevity within a wellbeing-focused organization that values diversity and respect.

Qualifications

• Experience in the legal sector preferred.
• Keen interest in trusts and taxes.
• Qualifications not strictly necessary; relevant experience valued.

Responsibilities

• Support the private client team with tax returns and meetings.
• Manage the full life cycle of trusts, including creation and management.
• Work closely with clients and trustees.

Skills

Experience in trusts and taxes

Client interaction

Job description

Social network you want to login/join with:

Senior Trusts & Tax Assistant, Stockport

col-narrow-left

Client:

Location:

Stockport, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

5

Posted:

07.06.2025

Expiry Date:

22.07.2025

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 Stockport.

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 Stockport.

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 consists of 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 recognise 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 Stockport.

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.