Senior Trusts & Tax Assistant

JR United Kingdom; Stoke-on-Trent; On-site; GBP 35,000 - 50,000; Full time

Job summary

Join a prestigious law firm in Stoke-on-Trent as a Senior Trusts & Tax Assistant. You'll work within a dedicated team, managing high net worth client trusts, conducting meetings, and overseeing annual tax submissions. This role promises career longevity and is ideal for those experienced or keenly interested in trust and tax matters.

Qualifications

• Experience in trusts and taxes, ideally from the legal sector.
• Keen interest in trusts and tax matters.

Responsibilities

• Support the private client team and manage the full life cycle of trusts.
• Conduct annual tax returns and meetings with clients and trustees.

Skills

Knowledge of trusts

Knowledge of taxes

Client management

Job description

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Senior Trusts & Tax Assistant, Stoke-on-Trent

Location: Stoke-on-Trent, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

3

Posted:

31.05.2025

Expiry Date:

15.07.2025

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 Stoke-on-Trent.

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 Stoke-on-Trent.

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, ideally gained from the legal sector.

Not your experience? We recognize that job titles can be subjective. 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 minority status. Please contact us if you have questions regarding 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 Stoke-on-Trent.

Harvey John is acting as an Employment Agency for this vacancy. The advertised salary is FTE, for guidance only, set by the agency. We are dedicated to improving diversity and inclusion practices. Please reach out with any questions about reasonable adjustments, accommodations, or diversity initiatives.