Private Client Trust & Tax Manager – Wills & Inheritance

Clifton Ingram LLP; Wokingham; On-site; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Excellent benefits package

Job summary

Clifton Ingram LLP is seeking a Trust & Tax Manager to join their expanding Wills & Inheritance team in Wokingham. This role requires experience in private client services including probate, estate administration, and tax planning.

The successful candidate will demonstrate strong excel skills, double entry bookkeeping knowledge, and effective communication abilities. AAT or ATT qualified individuals looking for a career challenge are encouraged to apply. A competitive salary and excellent benefits are offered.

Qualifications

• Previous experience in a similar role.
• Strong administration skills and attention to detail.
• Keen and eager to learn.

Responsibilities

• Providing private client matters including wills and inheritance.
• Managing probate and estate administrations.
• Involvement in tax planning and trusts.

Skills

Excel skills

Double entry bookkeeping

Communication skills

Teamwork

Probate case management software knowledge

Education

AAT or ATT qualified

Tools

TaxCalc

Isokon

Job description

Clifton Ingram LLP is seeking a Trust & Tax Manager to join their expanding Wills & Inheritance team in Wokingham. This role requires experience in private client services including probate, estate administration, and tax planning.

The successful candidate will demonstrate strong excel skills, double entry bookkeeping knowledge, and effective communication abilities. AAT or ATT qualified individuals looking for a career challenge are encouraged to apply. A competitive salary and excellent benefits are offered.