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Trust and Tax Assistant

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  • Growing Private Wealth team with excellent career development opportunities
  • Hybrid working model with up to two days from home
  • Broad trust, tax and probate caseload in a top Manchester law firm

 

We’re looking for a Trust and Tax Assistant to join the Private Wealth department at a leading firm based in Manchester City Centre. You’ll be working alongside partners and team members on a wide range of trust administration, tax and probate matters in a friendly and growing team.

This newly established role is ideal for someone with excellent administrative skills and an interest in developing a career in private client work, particularly trust and estate administration. You’ll receive training and support and be encouraged to grow your knowledge and expertise.

Who we’re looking for

  • Experience in private client work or trust and estate administration
  • Exposure to tax return and trust account preparation preferred
  • Ability to calculate IHT, CGT and income tax (or willingness to learn)
  • Familiarity with CCH tax reporting software is an advantage but not essential
  • High level of attention to detail and excellent organisational skills
  • Strong written and verbal communication skills
  • Self-motivated with the ability to work independently and as part of a team

Salary & Benefits

  • Highly competitive salary
  • 25 days’ holiday (plus bank holidays) increasing with service, plus Christmas closure
  • Private Medical Insurance (option to include family members)
  • Pension scheme and income protection
  • Travel insurance (covering you and your family)
  • Life assurance at 3x basic salary
  • Interest-free travel pass/parking loan
  • Early finish one Friday a month
  • Two fully paid volunteering days a year
  • Sports teams, hobby clubs, and regular social events
  • Employee Assistance Programme and mental health first aiders
  • Annual promotion process open to all
  • Hybrid working — up to two days a week WFH

Contact Kelly Reid

If you’re looking for a new challenge where you can grow your career in private wealth and estate administration, contact Kelly Reid at kelly.reid@realmrecruit.com or call 03300 245 606 for a confidential chat.

Apply now
Key details

Salary

£0 - £0

Location

  • Greater Manchester
  • North West

Role type

  • Hybrid working

Contract type

  • Permanent

Practice area

Private Client

Job ref

V-46861-1

Kelly-Reid
Kelly Reid

Consultant for this role

Specialist for private client, Court of Protection and contentious probate in the North West.

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