At a Glance
- Tasks: Manage trusts, build client relationships, and provide expert tax advice.
- Company: Modern legal and trust services firm with a collaborative culture.
- Benefits: Hybrid working, supportive team, and clear career progression.
- Other info: Join a dynamic team focused on long-term client success.
- Why this job: Step away from traditional practices and make a real impact in client relationships.
- Qualifications: Experience in trust administration and personal tax; ATT/CTA/STEP qualified preferred.
The predicted salary is between 45000 - 60000 £ per year.
Clark Wood is delighted to be partnering with a modern and forward-thinking firm specialising in legal, tax, and trust services. This innovative business provides bespoke solutions to high-net-worth individuals, professionals, and business owners across the region. Due to continued growth, they are now seeking a Tax & Trust professional to join their collaborative team. The role is open at Assistant Manager, Manager, or Senior Manager level, offering flexibility depending on experience.
This is an excellent opportunity for a personal tax and trust specialist looking to step away from a traditional accountancy practice environment, with greater client exposure, advisory responsibility, and genuine long-term progression.
Key Responsibilities- Trust Administration: Manage a varied portfolio of trusts, ensuring accurate administration and full compliance with legal and regulatory requirements.
- Client Liaison: Act as a key point of contact for clients, building strong relationships and handling queries in a proactive and professional manner.
- Financial Management: Oversee the preparation of trust accounts, tax returns, and investment reviews.
- Compliance Oversight: Ensure all trust and estate matters adhere to trust deeds, wills, HMRC requirements, and relevant legislation.
- Advisory Work: Provide high-quality advice on estate planning, trust structuring, inheritance tax, and personal tax matters.
- Team Collaboration: Work closely with internal legal and private client teams to deliver a seamless service.
- Continuous Development: Stay up to date with developments in trust law and taxation, contributing to internal knowledge sharing and CPD.
- Strong experience in trust administration and personal tax, ideally within a legal, accountancy, or fiduciary environment.
- Good working knowledge of UK trust law, estate planning, and associated tax matters.
- Confident communicator with experience managing client relationships directly.
- ATT / CTA / STEP qualified (or working towards) preferred.
- Proactive, detail-oriented, and professional approach.
- Hybrid and flexible working.
- Supportive, collaborative team environment.
- Clear progression opportunities aligned to your level.
- Opportunity to work in a modern, non-traditional setting focused on long-term client relationships.
If you're looking to take the next step in your career within a progressive and client-focused firm, please contact Will Langdon at Clark Wood for a confidential discussion or apply below.
Tax & Trusts Manager / Senior Manager - Eastleigh employer: Taxation
Clark Wood is an exceptional employer, offering a modern and collaborative work environment in Eastleigh that prioritises employee growth and flexibility. With a focus on bespoke legal, tax, and trust services, employees benefit from hybrid working arrangements, clear progression pathways, and the opportunity to engage directly with high-net-worth clients, making it a rewarding place for professionals seeking meaningful careers.
StudySmarter Expert Advice🤫
We think this is how you could land Tax & Trusts Manager / Senior Manager - Eastleigh
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and trust sector, attend industry events, and engage with professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the firm thoroughly. Understand their values, recent projects, and client base. We want you to show them that you’re not just another candidate, but someone who genuinely cares about their mission and can contribute to their success.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Tax & Trusts Manager. We suggest rehearsing common interview questions and preparing examples that highlight your skills in trust administration and client management.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s make this happen together!
We think you need these skills to ace Tax & Trusts Manager / Senior Manager - Eastleigh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Tax & Trusts role. Highlight your trust administration experience and any relevant qualifications like ATT, CTA, or STEP. We want to see how you fit into our collaborative team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about tax and trusts, and how your background makes you a great fit for our innovative firm. Keep it professional but let your personality show through!
Showcase Client Relationship Skills:Since client liaison is key in this role, make sure to mention any experience you have in managing client relationships. We love proactive communicators who can build strong connections, so share examples of how you've done this in the past.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your details and get you on our radar quickly. Don’t miss out on this opportunity!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your knowledge of UK trust law and personal tax matters. Familiarise yourself with the latest developments in these areas, as well as the specific services offered by the firm. This will show that you're not just interested in the role but also committed to staying informed.
✨Showcase Your Client Skills
Since this role involves a lot of client interaction, be prepared to discuss your experience managing client relationships. Think of examples where you've built strong connections or handled challenging queries. This will demonstrate your proactive and professional approach.
✨Prepare for Technical Questions
Expect some technical questions related to trust administration and compliance oversight. Brush up on key regulations and be ready to explain how you would ensure adherence to legal requirements. This will highlight your expertise and attention to detail.
✨Emphasise Team Collaboration
This role requires working closely with internal teams, so be ready to talk about your experience in collaborative environments. Share examples of how you've worked with others to deliver seamless service, which aligns with the firm's focus on teamwork and client satisfaction.
