Private Client Trust & Tax Manager - Wills & Inheritance

Resourcing Group; Slough; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Pension scheme

Life Assurance - 4 x salary

Group Income Protection Insurance

BUPA Cash Plan

Social events

Job summary

Resourcing Group, on behalf of a Legal 500-ranked firm in the UK, seeks an experienced Trust & Tax Manager for its Wills and Inheritance team. You will manage tax returns, trust accounts and inheritance tax work for private clients, including probate and estate administration.

You will handle FATCA/CRS compliance, liaise with trustees and professionals, and attend trustee meetings. AAT or ATT qualification and strong Excel skills are essential; experience with TaxCalc or Isokon is advantageous.

Qualifications

• Must have AAT or ATT qualification.

Responsibilities

• Prepare self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals.

Skills

Strong experience in a similar role

Double-entry bookkeeping

Excel skills

Education

AAT or ATT

Tools

TaxCalc

Isokon

Job description

Resourcing Group, on behalf of a Legal 500-ranked firm in the UK, seeks an experienced Trust & Tax Manager for its Wills and Inheritance team. You will manage tax returns, trust accounts and inheritance tax work for private clients, including probate and estate administration.

You will handle FATCA/CRS compliance, liaise with trustees and professionals, and attend trustee meetings. AAT or ATT qualification and strong Excel skills are essential; experience with TaxCalc or Isokon is advantageous.