Trust & Tax Assistant

Douglas Scott Legal Recruitment; Manchester; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A well-established Private Wealth team in Manchester seeks a Trust & Tax Assistant to support its practice. The role offers the chance to work within a supportive and collaborative environment, focusing on trusts, estates, and tax matters, suitable for detail-oriented individuals aiming to develop their careers in law. The position includes hybrid working flexibility and clear career progression opportunities within the firm.

Qualifications

• Strong administrative skills with genuine interest in private wealth.
• Prior experience in private client setting or estate administration desirable.
• Proactive, self-motivated with ability to manage multiple tasks.

Responsibilities

• Liaise with clients and prepare trust accounts and tax returns.
• Manage case deadlines and assist in drafting investment policy statements.
• Prepare documentation for trustee meetings, including drafting minutes.

Skills

Attention to Detail

Communication

Time Management

Organisational Skills

Tools

CCH

Job description

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.