Private Client Trust & Tax Manager (Hybrid)

Oculus Legal Group; Reading, Farnham, Wokingham; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

Oculus Legal Group is seeking an experienced Trust & Tax Manager to join our busy Wills & Inheritance team. The role covers trusts, probate, estate administration, inheritance tax, and tax planning, working with solicitors, clients and HMRC.

Hybrid work in Reading, Farnham, or Wokingham offers a supportive environment and opportunities to develop expertise across private client matters. The ideal candidate will have trust/tax experience or AAT/ATT qualifications, strong Excel skills, and the

Qualifications

• Experience in trusts, tax, probate, or estate administration
• Strong Excel and double-entry bookkeeping
• Experience with tax returns beneficial
• Attention to detail and strong organizational skills
• Able to manage workload with minimal supervision
• Experience with TaxCalc and/or Isokon advantageous

Responsibilities

• Manage the financial and administrative aspects of trusts and estates
• Prepare and maintain trust and estate accounts
• Manage double-entry bookkeeping and financial reconciliations
• Assist with trust and estate tax returns
• Support inheritance tax calculations and reporting
• Assist with probate and estate administration matters
• Prepare estate accounts and beneficiary distributions
• Liaise with trustees, beneficiaries, clients, solicitors and HMRC
• Use Excel for financial calculations, schedules and reporting
• Collaborate with the Wills & Inheritance team to progress matters
• Maintain accurate records and ensure high standards

Skills

Trust & Tax

Excel

Double-entry bookkeeping

Tax returns

Private client knowledge

Education

AAT/ATT qualification

Tools

TaxCalc

Isokon

Job description

Oculus Legal Group is seeking an experienced Trust & Tax Manager to join our busy Wills & Inheritance team. The role covers trusts, probate, estate administration, inheritance tax, and tax planning, working with solicitors, clients and HMRC.

Hybrid work in Reading, Farnham, or Wokingham offers a supportive environment and opportunities to develop expertise across private client matters. The ideal candidate will have trust/tax experience or AAT/ATT qualifications, strong Excel skills, and the