Trust and Tax Manager

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

Trust & Tax Manager - Wills & Inheritance

Reading / Farnham / Wokingham

£55,000 - £65,000

Full-time Permanent Hybrid

Are you an experienced Trust & Tax professional looking for your next opportunity, or an AAT/ATT-qualified accountant looking to take your career in a new direction?

We are working with a well-established and growing law firm, who are seeking a Trust & Tax Manager to join their busy Wills & Inheritance team.

This is a fantastic opportunity to join a supportive Private Client team and play a key role in the financial, tax and administrative management of trusts and estates.

The successful candidate will work across a broad range of private client matters, including trusts, probate, estate administration, inheritance tax and tax planning, working closely with solicitors, clients and other professionals.

The role will involve:

• Managing the financial and administrative aspects of trusts and estates
• Preparing and maintaining trust and estate accounts
• Managing double-entry bookkeeping and financial reconciliations
• Assisting with trust and estate tax returns
• Supporting with Inheritance Tax calculations and reporting
• Assisting with probate and estate administration matters
• Preparing estate accounts and supporting beneficiary distributions
• Liaising with trustees, beneficiaries, clients, solicitors and HMRC
• Using Excel for financial calculations, schedules and reporting
• Working alongside the wider Wills & Inheritance team to ensure matters progress efficiently
• Maintaining accurate records and ensuring all work is completed to a high standard

The ideal candidate will have:

• Previous experience within trusts, tax, probate, estate administration or a similar private client environment
• Strong Excel skills and knowledge of double-entry bookkeeping
• Experience preparing or assisting with tax returns would be advantageous
• Excellent attention to detail and strong organisational skills
• Confident communication skills and the ability to work collaboratively
• The ability to manage your own workload with limited supervision
• Experience using TaxCalc and/or Isokon would be advantageous

The firm would also consider:

• AAT or ATT-qualified candidates from an accountancy background who are looking to move into a Private Client environment
• Candidates with strong accounting, administration and financial skills who are keen to develop your knowledge of trusts, tax and estate administration

What's on Offer

• Opportunity to join a growing and well-established Wills & Inheritance team
• Competitive salary and benefits package
• Supportive and collaborative working environment
• Exposure to a broad range of Private Client matters
• Opportunity to develop your career across trusts, tax and estate administration
• Potential to take your accountancy experience into a new area of the legal profession

Why Apply?

This is a great opportunity for an experienced Trust & Tax professional or AAT/ATT-qualified accountant looking to develop your career within a leading Private Client environment, gaining exposure to trusts, tax, probate and estate administration while working alongside experienced legal professionals.