Trust & Tax Assistant

A highly-regarded law firm is seeking a Trust & Tax Assistant to join their well-established Private Wealth team, based in their Manchester city centre office.

This is a fantastic opportunity for someone with a solid foundation in trust and estate administration or private client work, who is looking to take the next step in their career within a supportive and friendly team environment.

The role will see you working closely with experienced Partners, the firm’s Trust Manager, and wider team members, dealing with a broad spectrum of trust administration, probate, and tax matters.
Key responsibilities include liaising with clients and third parties, assisting with trust accounts and tax returns, calculating tax liabilities, attending and minuting trustees’ meetings, managing trust payments and distributions, and drafting investment policy statements.

The role also involves maintaining clear communication, supporting billing, and contributing to wider team tasks.

You will ideally:

- Possess a strong interest in private client work, especially trust and estate administration
- Have prior experience within a trust or probate team, or in a private client setting
- Have excellent attention to detail and strong organisational skills
- Possess the ability to manage competing deadlines and multi-task effectively
- Have good judgement and a logical, problem-solving approach
- Be familiar with CCH or similar tax reporting software (training available)
- Be a team player who is self-motivated and confident when dealing with clients and advisors

What’s on Offer:

- 25+ days holiday, increasing with service (plus office closure over Christmas)
- Hybrid working
- SMART pension scheme
- Travel & private medical insurance
- Death in service benefit (3x salary)
- Two volunteering days per year
- Career development opportunities

This is an excellent opportunity to join a reputable firm known for its great working culture and high-quality legal services.  If you’re looking to grow your career in trust and tax within a forward-thinking private client team, this could be the role for you.  Please call Justine for further details on 0161 914 7357 or please email your current CV to j.forshaw@clayton-legal.co.uk