Job Title

Assistant Manager / Manager / Senior Manager – Tax & Trust Eastleigh | Hybrid Working Independent Legal & Trust Services Firm 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 ResponsibilitiesTrust 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.Candidate ProfileStrong 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 approachWhat’s on OfferHybrid 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 relationshipsApply Now For a confidential discussion or to apply, please contact Will Langdon at Clark Wood. Email: Tel: 07920 557121 #J-18808-Ljbffr