Tax & Trusts Manager / Senior Manager - Eastleigh

Tax & Trusts Manager / Senior Manager - Eastleigh

• Location: Eastleigh
• Sector: Tax, Personal Tax, Trusts, Private Client Tax
• Contract Type: Permanent
• Salary: £45000 - £65000 per annum
• Contact: Will Langdon
• Contact email:
• Contact phone: (0)
• Published: 6 days ago
• Expiry date: 2026-06-04
• Start date: 2026-04-:00:00
• Consultant: Will Langdon

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 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.

Candidate Profile

• 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.

What's on Offer

• 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.