Trust & Tax Assistant

Job Title: Trust & Tax Assistant – Private Wealth
Location: Manchester (Hybrid – up to 2 days remote)
Hours: Full-Time | 35 Hours per Week
Sector: Private Wealth / Legal

Overview:

A well-established and supportive Private Wealth team in Manchester is looking to recruit a Trust & Tax Assistant to support its growing practice. This is an ideal opportunity for a detail-driven administrator with an interest in trusts, estates, and tax work to develop their career in a highly respected legal environment.

What You’ll Be Doing:

Liaising with clients, accountants, and investment managers to support trust and estate matters. Assisting with the preparation of trust accounts and returns for inheritance tax, capital gains tax, and income tax. Handling payments and capital/income distributions. Preparing documentation for trustee meetings, including drafting meeting minutes. Supporting the management of case deadlines, billing, and client updates. Assisting in the drafting and review of investment policy statements. Maintaining professional standards in all client communications.

What We’re Looking For:

Strong administrative skills and a genuine interest in private wealth, trusts, or estate work. Prior experience in a private client setting or exposure to trust/estate administration is desirable. Excellent attention to detail and ability to manage multiple tasks effectively. Strong communication, time management, and organisational skills. Proactive, self-motivated individual with the ability to take ownership of tasks. Familiarity with CCH or similar tax software is an advantage, though training will be provided.

Why Join This Firm?

Be part of a close-knit, collaborative team with experienced, approachable leadership. Clear progression pathways and ongoing training in trust and tax administration. Work in a modern office based in Manchester’s Spinningfields with hybrid flexibility (up to 2 remote days per week). Supportive environment with long-term career potential in private wealth.

If you're seeking to grow your career in private client work and want to join a respected firm that values its people and provides real development opportunities, we’d love to hear from you.