Trust & Tax Assistant

• 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

• 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

Familiarity with CCH or similar tax software

• 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