Trust & Tax Assistant

Douglas Scott Legal Recruitment; Liverpool City Region; Hybrid; GBP 27,000 - 42,000; Full time

Job summary

A leading legal recruitment firm in Manchester is seeking a Trust & Tax Assistant to join their Private Wealth team. The role involves liaising with clients and assisting in trust and estate administration. This position offers a chance for career progression in a supportive environment with hybrid working options.

Benefits

Clear progression pathways

Ongoing training

Hybrid work flexibility

Supportive environment

Qualifications

• Experience in trust/estate administration is desirable.
• Proactive, self-motivated individual.
• Ability to manage multiple tasks effectively.

Responsibilities

• Liaising with clients, accountants, and investment managers.
• Preparing documentation for trustee meetings.
• Supporting the management of case deadlines and client updates.

Skills

Strong administrative skills

Attention to detail

Communication

Time management

Organisational skills

Education

Prior experience in private client setting

Tools

CCH or similar tax software

Job description

Manchester – £27,000 - £42,000

Job Title: Trust & Tax Assistant – Private Wealth

Location: Manchester (Hybrid – up to 2 days remote)

Hours: Full-Time | 35 Hours per Week

Sector: Private Wealth / Legal

Overview

A well-established and supportive Private Wealth team in Manchester is looking to recruit a Trust & Tax Assistant to support its growing practice. This is an ideal opportunity for a detail-driven administrator with an interest in trusts, estates, and tax work to develop their career in a highly respected legal environment.

What You’ll Be Doing

Liaising with clients, accountants, and investment managers to support trust and estate matters. Assisting with the preparation of trust accounts and returns for inheritance tax, capital gains tax, and income tax. Handling payments and capital/income distributions. Preparing documentation for trustee meetings, including drafting meeting minutes. Supporting the management of case deadlines, billing, and client updates. Assisting in the drafting and review of investment policy statements. Maintaining professional standards in all client communications.

What We’re Looking For

Strong administrative skills and a genuine interest in private wealth, trusts, or estate work. Prior experience in a private client setting or exposure to trust/estate administration is desirable. Excellent attention to detail and ability to manage multiple tasks effectively. Strong communication, time management, and organisational skills. Proactive, self-motivated individual with the ability to take ownership of tasks. Familiarity with CCH or similar tax software is an advantage, though training will be provided.

Why Join This Firm?

Be part of a close-knit, collaborative team with experienced, approachable leadership. Clear progression pathways and ongoing training in trust and tax administration. Work in a modern office based in Manchester’s Spinningfields with hybrid flexibility (up to 2 remote days per week). Supportive environment with long-term career potential in private wealth.

If you're seeking to grow your career in private client work and want to join a respected firm that values its people and provides real development opportunities, we’d love to hear from you.