Trust Administrator – Private Wealth
Manchester | Hybrid Working
Are you looking to build a long-term career within Private Wealth and become part of one of the UK’s most highly regarded legal teams?
An exciting opportunity has arisen for a Trust Administrator to join an award-winning Private Wealth department that continues to go from strength to strength. This is a fantastic opportunity for someone with experience in trust or estate administration who is looking to deepen their technical expertise and develop their career within a supportive, collaborative, and ambitious environment.
Working closely with Partners, senior lawyers, and specialist trust professionals, you will gain exposure to a broad range of trust administration, tax, and estate matters, supporting high-net-worth individuals, families, trustees, and professional advisers. The team prides itself on providing exceptional client service while fostering a culture where individuals are genuinely supported in their professional development.
The role offers a unique opportunity to learn from recognised experts in the field and develop specialist knowledge across trust administration, taxation, probate, and estate planning.
Key responsibilities will include:
• Liaising with clients, trustees, accountants, financial advisers, and investment managers
• Assisting with the preparation of trust accounts and trust tax returns
• Supporting the administration of a varied portfolio of trusts and estates
• Calculating trustee liabilities including Inheritance Tax, Capital Gains Tax, and Income Tax
• Preparing documentation for trustees’ meetings and attending meetings to take minutes where required
• Managing trust payments and distributions, including capital and discretionary income distributions
• Assisting with the preparation and review of investment policy statements
• Communicating with HMRC and supporting compliance requirements
• Supporting supervisors and partners with ongoing client matters and billing processes
The successful candidate will possess:
• Previous experience within trust administration, estate administration, or private client work
• Exposure to trust taxation and trust tax return preparation
• Excellent attention to detail and organisational skills
• Strong written and verbal communication abilities
• A genuine passion for private wealth and trust administration
• The ability to manage competing priorities while maintaining exceptional levels of accuracy
• A proactive and client-focused approach to work
Experience using CCH or similar tax software would be beneficial, although training can be provided.
This is an opportunity to join a firm that is widely recognised for its entrepreneurial culture, exceptional client service, and commitment to investing in its people. The Private Wealth team has an outstanding reputation in the market and offers high-quality work, genuine career progression opportunities, and a supportive environment where individuals are encouraged to grow and succeed.
If you are looking to take the next step in your Private Wealth career and join a team where your development is truly valued, we would love to hear from you.
Competitive salary & benefits
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