Trust & Tax Manager - Private...

Clayton Legal; Manchester; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading law firm seeks a Trust & Tax Manager to join its Private Wealth team in Manchester. This role involves managing trust and estate matters and delivering high-quality service while fostering client relationships. The firm offers competitive salary, benefits, and career progression opportunities within a supportive environment.

Benefits

Increased annual leave with service

Christmas closure

Pension scheme

Private medical insurance

Life and travel insurance

Clear progression and promotion pathways

Qualifications

• Experience in private client work focusing on trusts and estate administration.
• Ability to manage client relationships and work collaboratively.
• Strong attention to detail and good judgement.

Responsibilities

• Manage a portfolio of trust and estate matters, including tax planning.
• Prepare trust accounts, tax returns, and liaise with HMRC.
• Support junior team members and share technical knowledge.

Skills

Trust administration

Tax planning

Client relationship management

Attention to detail

Organisational skills

Education

STEP qualification or equivalent

Tools

CCH or similar tax software

Job description

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Trust & Tax Manager - Private..., Manchester

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Client:

Clayton Legal

Location:

Manchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

87ba7370372f

Job Views:

4

Posted:

07.07.2025

Expiry Date:

21.08.2025

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Job Description:

A leading law firm is looking to appoint a Trust & Tax Manager to join its expanding Private Wealth team in Manchester city centre. This is a fantastic opportunity for someone with a background in private client work who’s ready to take the next step in their career.

The role will involve working closely with senior lawyers on a broad mix of trust administration, tax planning, and probate matters. You’ll play a key part in delivering a high-quality, personal service to a varied client base, while developing your skills within a genuinely supportive team.

Your main job role will be:

• Managing a portfolio of trust and estate matters, including tax planning and compliance.
• Preparing trust accounts, tax returns, and IHT forms and liaising with HMRC where needed.
• Attending and minuting trustee meetings, and handling trust distributions.
• Interpreting trust deeds and advising on investment policy statements.
• Keeping colleagues and clients updated throughout, and contributing to billing and client reporting.
• Supporting junior team members and sharing technical knowledge.

What they’re looking for:

• Previous experience in private client work, ideally with a focus on trusts and estate administration.
• Someone confident in managing client relationships and working collaboratively with others.
• Excellent attention to detail, good judgement, and a calm, methodical approach.
• Strong organisational and time management skills.
• Experience with CCH or similar tax software would be helpful (but not essential).
• STEP or equivalent professional tax qualification preferred, but practical experience is equally valued.

In return you will be rewarded with a competitive salary relative to experience and also benefits to include + days’ annual leave (increasing with service) + Christmas closure, pension scheme, private medical insurance, hybrid working, life / travel insurance and clear progression and promotion pathways.