Trust & Tax Assistant

JR United Kingdom; Bolton; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading Private Wealth team in Manchester is seeking a Trust & Tax Assistant to join their supportive environment. This role offers the opportunity to work on a variety of trust administration, tax, and estate matters, while developing skills in a collaborative team. Ideal for those looking to build a career in private wealth and expand their expertise in trust and tax administration.

Qualifications

• Experience in private client setting or exposure to trust/estate administration is desirable.
• Proactive, self-motivated, able to manage workload.
• Strong administrative skills with genuine interest in trusts and tax.

Responsibilities

• Liaising with clients, accountants, and investment managers.
• Supporting preparation of trust accounts and tax returns.
• Maintaining high standards in written and verbal communications.

Skills

Administrative Skills

Communication

Time Management

Attention to Detail

Tools

CCH

Job description

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Trust & Tax Assistant, bolton, greater manchester

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Client:

Office Collective

Location:

bolton, greater manchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

10.06.2025

Expiry Date:

25.07.2025

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Job Description:

Trust & Tax Assistant – Private Wealth

Manchester (Hybrid – up to 2 days remote)

Are you a detail-driven administrator with an interest in trusts, estates, and private wealth? We’re working with a well-established and supportive Private Wealth team in Manchester, who are looking to bring on a Trust & Tax Assistant to support their growing practice.

This is an excellent opportunity to join a collaborative team dealing with a broad mix of trust administration, tax, and probate work — all while developing your knowledge in a highly respected legal environment.

What You’ll Be Doing:

• Liaising with clients, accountants, and investment managers to facilitate trust and estate matters.
• Supporting the preparation of trust accounts, inheritance tax, capital gains tax and income tax returns.
• Assisting with payments and trust distributions (capital and income).
• Preparing documentation for trustee meetings and drafting minutes.
• Helping manage deadlines, progress updates, and billing support.
• Contributing to the drafting and reviewing of trustees' investment policy statements.
• Maintaining high standards in all written and verbal communications.

What We’re Looking For:

• Strong administrative skills and a genuine interest in trusts, tax or estate work.
• Experience in a private client setting or exposure to trust/estate administration is desirable.
• High attention to detail and confident with multi-tasking in a busy team.
• Strong communication and time management skills.
• Proactive, self-motivated, and able to manage your own workload.
• Familiarity with CCH or similar tax software is a plus – but training will be provided.

Why This Role?

You’ll be joining a close-knit team with approachable leadership and a wealth of experience to learn from. This is the ideal next step for someone who’s looking to:

• Build a long-term career in private wealth
• Expand their expertise in trust and tax administration
• Work in a modern city-centre office (Spinningfields) with hybrid flexibility

If you're looking to develop your private client career in a friendly and respected team with real progression opportunities, we’d love to hear from you.