Senior Trusts & Tax Manager - Client Wills & Estates

Focus Resourcing Limited; Wokingham; On-site; GBP 65,000 - 95,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Pension scheme

Life Assurance 4x salary

Group Income Protection

BUPA Cash Plan

Social events

Job summary

Focus Resourcing Limited is supporting a legal 500-ranked firm in Wokingham to hire an experienced Trust & Tax Manager for its busy Wills and Inheritance team. The role covers private client tax, trust administration, probate, estate planning, and related compliance.

The successful candidate will handle tax returns for trusts and estates, liaise with trustees and professionals, and contribute to year-end accounts and regulatory reporting.

Qualifications

• Qualified AAT or ATT with private client tax focus.
• Experience in trusts, estates and tax planning.
• Good Excel and bookkeeping knowledge.
• Familiarity with tax software such as TaxCalc or Isokon.

Responsibilities

• Prepare self-assessment income tax returns for trusts, estates and individuals.
• Prepare annual trust accounts and compliance matters.
• Prepare inheritance tax returns for exit charges, 10-year charges, and life interests terminations.
• Arrange payment of tax and correspondence with HMRC.
• Deal with FATCA and CRS compliance.

Skills

Trust & Tax management

Private client tax

Bookkeeping (double entry)

Excel

Education

AAT or ATT qualification

Tools

TaxCalc

Isokon

Job description

Focus Resourcing Limited is supporting a legal 500-ranked firm in Wokingham to hire an experienced Trust & Tax Manager for its busy Wills and Inheritance team. The role covers private client tax, trust administration, probate, estate planning, and related compliance.

The successful candidate will handle tax returns for trusts and estates, liaise with trustees and professionals, and contribute to year-end accounts and regulatory reporting.