Trust & Tax Manager

Oculus Legal Group; Reading; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Supportive environment

Exposure to Private Client matters

Career development

Legal sector exposure

Job summary

Clifton Ingram LLP is seeking an experienced Trust & Tax Manager to join their busy Wills & Inheritance team in Reading. You will oversee financial and administrative aspects of trusts and estates, liaising with trustees, beneficiaries, clients, solicitors and HMRC to ensure high-quality service.

The role covers a broad range of private client matters, including trusts, probate, estate administration, and inheritance tax planning, with opportunities to develop expertise across trusts and tax

Qualifications

• Experience in trusts, tax, probate or private client environment.
• Strong Excel and double-entry bookkeeping knowledge.
• Experience preparing or assisting with tax returns would be advantageous.

Responsibilities

• Manage financial and administrative aspects of trusts and estates.
• Prepare and maintain trust and estate accounts.
• Handle double-entry bookkeeping and reconciliations.
• Assist with trust and estate tax returns and reporting.

Skills

Trusts & Tax

Private Client

Bookkeeping

Excel

Communication

Education

AAT/ATT qualification

Tools

TaxCalc

Isokon

Excel

Job description

Trust & Tax Manager – Wills & Inheritance

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 Clifton Ingram LLP, 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 their 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 their career within a leading Private Client environment, gaining exposure to trusts, tax, probate and estate administration while working alongside experienced legal professionals.