Trainee Tax & Trusts Manager

TN United Kingdom; Farnham; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An entrepreneurial and forward-thinking regional heavyweight seeks a Trainee Tax & Trust Manager to join their expanding team in Farnham. This firm, consistently ranked in the Legal 500, offers a supportive environment with manageable caseloads and a culture that values work-life balance. As part of a close-knit team, you will collaborate with experienced professionals, gaining exposure to high-quality work and clear career progression opportunities. If you have a passion for tax and trust matters and are looking to grow within a dynamic practice, this position is an excellent opportunity to advance your career.

Benefits

Competitive salary

Opportunity to work with industry-leading professionals

Access to high-quality work

Hybrid working arrangements

Qualifications

• Experience working with private client teams.
• Handling tax and trust matters with broad experience.

Responsibilities

• Join a close-knit team of five, collaborating with senior partners.
• Manage private client matters and ensure strong support.

Skills

Excel

Double-entry bookkeeping

Tax return software (TaxCalc, Isokon)

Education

AAT

ATT

Job description

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This entrepreneurial and forward-thinking regional heavyweight are consistently ranked in the Legal 500 across multiple disciplines.

About the firm

This practice is one of the largest entities throughout the South East, boasting a high ranking in the Legal 500, with nearly 200 team members. Despite its size, it fosters a genuine sense of family, promoting work-life balance and a culture that is dynamic, progressive, yet rooted in traditional values of client care.

The firm values its people, maintaining strong community relationships and an ethical approach to legal services. Recent growth has been driven by an excellent client referral network, with clear career progression opportunities and high staff retention. The firm emphasizes manageable caseloads and competitive charges, offering perks and team events to foster cohesion.

The Role

The firm seeks a Trainee Tax & Trust Manager to join their expanding team in Farnham. With a history of handling Private Client matters in Farnham and Surrey, the firm offers extensive expertise across various areas.

The ideal candidate will have prior experience in a similar role, good Excel skills, and knowledge of double-entry bookkeeping. Experience with tax return and accounts software, such as TaxCalc and Isokon, and qualifications like AAT or ATT, are preferred.

You will be part of a close-knit team of five, working closely with two senior partners with over 20 years of PQE, ensuring strong support and collaboration.

Requirements

• Experience working with private client teams
• Previous experience handling tax and trust matters
• Broad experience across various tax and trust issues

What's on offer

• Competitive salary and benefits
• Opportunity to work with industry-leading professionals
• Access to high-quality work
• Hybrid working arrangements

This is an excellent opportunity for a trainee tax and trust manager to join a forward-thinking practice in Farnham, Surrey.