Trust & Tax Manager

Lewis Paige; Manchester; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading regional law firm is seeking a Trust & Tax Manager for their Private Wealth team in Manchester. This role offers a supportive environment to manage varied trust and estate matters with a focus on professional development. Enjoy hybrid working conditions while contributing to a friendly, growing team dedicated to high-quality client service.

Benefits

Hybrid working arrangements

Professional development opportunities

Healthy work-life balance

Qualifications

• Passionate about trust and estate work.
• Natural organizer with ability to manage deadlines.
• Demonstrable experience is valuable.

Responsibilities

• Manage a portfolio of clients, offering expert guidance.
• Oversee preparation of trust accounts and tax returns.
• Advise on tax liabilities ensuring compliance.

Skills

Attention to detail

Strong people skills

Commercial mindset

Organizational skills

Education

STEP Diploma or equivalent tax qualification

Tools

CCH or similar tax software

Job description

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Trust & Tax Manager – Private Wealth Team
Manchester | Hybrid working | Full-Time | Regional Law Firm
Salary: Competitive/Negotiable based on experience

Are you ready to elevate your Private Client career? We’re recruiting on behalf of a respected and forward-thinking regional law firm based in the heart of Spinningfields, Manchester. Due to continued growth, their award-winning Private Wealth department is seeking a proactive Trust & Tax Manager to join their highly regarded team.

This is an exciting opportunity for a motivated individual to work alongside experienced partners and talented professionals on a varied caseload involving trust administration, inheritance tax, and probate matters. If you’re looking to build your expertise within a dynamic, supportive and collaborative environment – this could be the perfect next step for you.

? What’s in it for you?

Join a friendly and growing team of Private Wealth specialists

Work on a diverse and rewarding caseload of high-value trust and estate matters

Enjoy a healthy work-life balance with hybrid working – 3 days in the Manchester office, up to 2 days remote

Thrive in a firm that truly values professional development and internal progression

? Key Responsibilities:

Manage a portfolio of clients, offering expert guidance on tax and succession planning

Oversee the preparation of trust accounts, tax returns, and IHT reporting

Advise on CGT, Income Tax, and IHT liabilities, ensuring full compliance and efficiency

Coordinate trustee meetings and prepare accurate minutes

Process payments and discretionary distributions from trusts

Review trust deeds and provide clear interpretations in collaboration with the wider team

Maintain regular communication with partners and assist with billing and client updates

Uphold high standards in both written and verbal client communications

? About You:

You’re passionate about trust and estate work and committed to developing your career in Private Wealth

You bring strong people skills, attention to detail and a commercial mindset

You're a natural organiser with the ability to prioritise and manage competing deadlines

Experience with CCH or similar tax software is a plus – but not essential

You enjoy sharing knowledge, working collaboratively and taking initiative

STEP Diploma or equivalent tax qualification is desirable – however, demonstrable experience is just as valuable

? Location:

This is a full-time position (35 hours per week), based in the firm’s Manchester head office in Spinningfields. The role offers flexible working arrangements with the option to work remotely up to two days a week.

Ready to take the next step in your Private Client journey? Apply today to join a team where your growth, input, and development will be genuinely valued.

Apply now or contact us for a confidential discussion about this fantastic opportunity.