Trust & Tax Manager - Private Wealth

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 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 j.forshaw@clayton-legal.co.uk