Full job descriptionTrust & Tax Manager – Wills & Inheritance
Reading / Farnham / Wokingham
£55,000 - £65,000
Full-time | Permanent | Hybrid
Are you an experienced Trust & Tax professional looking for your next opportunity, or an AAT/ATT-qualified accountant looking to take your career in a new direction?
We are working with a well-established and growing law firm, who are seeking a Trust & Tax Manager to join their busy Wills & Inheritance team.
This is a fantastic opportunity to join a supportive Private Client team and play a key role in the financial, tax and administrative management of trusts and estates.
The successful candidate will work across a broad range of private client matters, including trusts, probate, estate administration, inheritance tax and tax planning, working closely with solicitors, clients and other professionals.
The role will involve:
*Managing the financial and administrative aspects of trusts and estates
*Preparing and maintaining trust and estate accounts
*Managing double-entry bookkeeping and financial reconciliations
*Assisting with trust and estate tax returns
*Supporting with Inheritance Tax calculations and reporting
*Assisting with probate and estate administration matters
*Preparing estate accounts and supporting beneficiary distributions
*Liaising with trustees, beneficiaries, clients, solicitors and HMRC
*Using Excel for financial calculations, schedules and reporting
*Working alongside the wider Wills & Inheritance team to ensure matters progress efficiently
*Maintaining accurate records and ensuring all work is completed to a high standard
The ideal candidate will have:
*Previous experience within trusts, tax, probate, estate administration or a similar private client environment
*Strong Excel skills and knowledge of double-entry bookkeeping
*Experience preparing or assisting with tax returns would be advantageous
*Excellent attention to detail and strong organisational skills
*Confident communication skills and the ability to work collaboratively
*The ability to manage your own workload with limited supervision
*Experience using TaxCalc and/or Isokon would be advantageous
The firm would also consider:
*AAT or ATT-qualified candidates from an accountancy background who are looking to move into a Private Client environment
*Candidates with strong accounting, administration and financial skills who are keen to develop their knowledge of trusts, tax and estate administration
What’s on Offer
*Opportunity to join a growing and well-established Wills & Inheritance team
*Competitive salary and benefits package
*Supportive and collaborative working environment
*Exposure to a broad range of Private Client matters
*Opportunity to develop your career across trusts, tax and estate administration
*Potential to take your accountancy experience into a new area of the legal profession
Why Apply?
This is a great opportunity for an experienced Trust & Tax professional or AAT/ATT-qualified accountant looking to develop their career within a leading Private Client environment, gaining exposure to trusts, tax, probate and estate administration while working alongside experienced legal professionals.