Trust & Tax Manager - Private Wealth

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

Job summary

A leading law firm is seeking a Trust & Tax Manager for its Private Wealth team in Manchester. This is a significant opportunity to manage trust and estate matters, liaise with clients, and contribute to a supportive team environment. You'll benefit from a competitive salary, extensive leave, and professional development opportunities.

Benefits

25+ days annual leave increasing with service

Private medical insurance

Pension scheme

Life / travel insurance

Clear progression and promotion pathways

Qualifications

• Previous experience in private client work with focus on trusts and estate administration.
• Confident in managing client relationships.
• Experience in interpreting trust deeds.

Responsibilities

• Managing a portfolio of trust and estate matters including tax planning and compliance.
• Preparing trust accounts, tax returns, and liaising with HMRC.
• Supporting junior team members and sharing technical knowledge.

Skills

Attention to detail

Organisational skills

Time management

Client relationship management

Education

STEP or equivalent professional tax qualification

Tools

CCH or similar tax software

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 whos 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 theyre 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 25+ days annual leave (increasing with service) + Christmas closure, pension scheme, private medical insurance, hybrid working, life / travel insurance and clear progression and promotion pathways.

If you're looking for a new challenge in a people-focused environment where your career can thrive, this could be the move for you. Please get in touch with Justine on 0161 914 7357 or please email your CV to [e-mail]