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- Tasks: Manage client portfolios, oversee tax returns, and coordinate trustee meetings.
- Company: Join a respected regional law firm in Manchester's vibrant Spinningfields area.
- Benefits: Enjoy hybrid working, professional development opportunities, and a supportive team culture.
- Why this job: Elevate your career in a dynamic environment with diverse, high-value cases.
- Qualifications: Passion for trust work, strong people skills, and attention to detail required.
- Other info: Full-time role with flexible working options; apply now for a valued career step.
The predicted salary is between 43200 - 72000 £ per year.
Are you ready to elevate your Private Client career? We’re recruiting on behalf of a respected and forward-thinking regional law firm based in the heart of Spinningfields, Manchester. Due to continued growth, their award-winning Private Wealth department is seeking a proactive Trust & Tax Manager to join their highly regarded team.
This is an exciting opportunity for a motivated individual to work alongside experienced partners and talented professionals on a varied caseload involving trust administration, inheritance tax, and probate matters. If you’re looking to build your expertise within a dynamic, supportive and collaborative environment – this could be the perfect next step for you.
What’s in it for you?- Join a friendly and growing team of Private Wealth specialists
- Work on a diverse and rewarding caseload of high-value trust and estate matters
- Enjoy a healthy work-life balance with hybrid working – 3 days in the Manchester office, up to 2 days remote
- Thrive in a firm that truly values professional development and internal progression
- Manage a portfolio of clients, offering expert guidance on tax and succession planning
- Oversee the preparation of trust accounts, tax returns, and IHT reporting
- Advise on CGT, Income Tax, and IHT liabilities, ensuring full compliance and efficiency
- Coordinate trustee meetings and prepare accurate minutes
- Process payments and discretionary distributions from trusts
- Review trust deeds and provide clear interpretations in collaboration with the wider team
- Maintain regular communication with partners and assist with billing and client updates
- Uphold high standards in both written and verbal client communications
- You’re passionate about trust and estate work and committed to developing your career in Private Wealth
- You bring strong people skills, attention to detail and a commercial mindset
- You’re a natural organiser with the ability to prioritise and manage competing deadlines
- Experience with CCH or similar tax software is a plus – but not essential
- You enjoy sharing knowledge, working collaboratively and taking initiative
- STEP Diploma or equivalent tax qualification is desirable – however, demonstrable experience is just as valuable
This is a full-time position (35 hours per week), based in the firm’s Manchester head office in Spinningfields. The role offers flexible working arrangements with the option to work remotely up to two days a week.
Ready to take the next step in your Private Client journey? Apply today to join a team where your growth, input, and development will be genuinely valued. Apply now or contact us for a confidential discussion about this fantastic opportunity.
Trust & Tax Manager employer: Lewis Paige
Contact Detail:
Lewis Paige Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust & Tax Manager
✨Tip Number 1
Network with professionals in the Private Wealth sector, especially those who work in trust and tax management. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role and the firm.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in trust and estate planning. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in this ever-evolving field.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your skills in managing client portfolios and navigating tax issues. This practical insight can set you apart from other candidates.
✨Tip Number 4
Showcase your soft skills, particularly your ability to communicate complex information clearly and effectively. Since the role involves regular client interactions, demonstrating strong interpersonal skills can significantly enhance your candidacy.
We think you need these skills to ace Trust & Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in trust and estate work. Emphasise your skills in tax planning, client management, and any specific qualifications like the STEP Diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for Private Wealth and your commitment to professional development. Mention specific experiences that align with the responsibilities listed in the job description.
Highlight Soft Skills: In your application, emphasise your strong people skills, attention to detail, and organisational abilities. These traits are crucial for managing client portfolios and ensuring compliance.
Showcase Collaborative Experience: Mention any previous roles where you worked as part of a team, especially in a legal or financial context. This will demonstrate your ability to thrive in a collaborative environment, which is valued by the firm.
How to prepare for a job interview at Lewis Paige
✨Show Your Passion for Trust and Estate Work
Make sure to express your enthusiasm for trust and estate matters during the interview. Share specific examples of your previous experiences and how they have shaped your interest in this field.
✨Demonstrate Strong People Skills
Since the role involves managing client relationships, highlight your interpersonal skills. Be prepared to discuss how you’ve successfully communicated with clients or colleagues in the past.
✨Prepare for Technical Questions
Brush up on your knowledge of tax laws, inheritance tax, and trust administration. Expect questions that test your understanding of these areas, so be ready to provide clear and concise answers.
✨Emphasise Your Organisational Skills
The ability to manage competing deadlines is crucial for this role. Share examples of how you’ve effectively prioritised tasks in previous positions, showcasing your organisational prowess.
