Tax & Trust Executive

Tax & Trust Executive

Manchester (preferred) | Birmingham also considered

I'm currently working with a highly regarded, award-winning Private Client team who are looking to appoint a Tax & Trust Executive to join their growing trust management function.

This is a fantastic opportunity for someone with a basic understanding of tax and trusts who is looking to develop their career within a respected national practice, working on a varied and often complex portfolio of trust and estate matters.

The Role

You'll be joining a specialist Private Client team that advises wealthy families, business owners, landowners and charities on a wide range of trust, estate and tax matters. The role offers exposure to high-value and complex trusts, with excellent support and long-term progression.

While Manchester is the preferred location (due to the Trust Manager being based there), Birmingham-based candidates will also be considered.

Typical responsibilities will include:

• Trust administration and ongoing management

• Preparing trust accounts and maintaining accounting records

• Completing trust tax returns and HMRC filings

• Estate and probate administration support

• Liaising with banks, investment managers and third parties

• Corresponding with beneficiaries and arranging payments

• Running files under supervision

About You

• Some experience or understanding of tax and/or trusts (experience is advantageous but not essential)

• Background in accountancy or law would suit this role well

• Familiarity with basic accounts or double-entry bookkeeping is beneficial

• STEP qualified or working towards STEP is desirable but not required

• Keen to learn, develop, and progress within a specialist Private Client environment

Why Apply?

• Join a nationally recognised Private Client team

• Exposure to high-quality, complex work

• Strong support, training and long-term career development

• Friendly, collaborative culture with excellent retention

• Opportunity to build specialist expertise in trust administration

Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.