Trust & Tax Manager

Oculus Legal Group; Reading, Farnham, Wokingham; Hybrid; GBP 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Private client environment exposure

Job summary

Oculus Legal Group in Reading / Farnham / Wokingham area is seeking an experienced Trust & Tax Manager to join its busy Wills & Inheritance team.

You will manage financial and administrative aspects of trusts and estates, prepare accounts, handle double-entry bookkeeping, assist with tax returns and inheritance tax calculations, and liaise with HMRC and clients.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Trust & Tax

Excel

Attention to detail

Organisational skills

Communication skills

Workload management

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.