Trust & Tax Manager – Private Client / Wills & Inheritance

2025; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading regional law firm in Berkshire is seeking a Trust & Tax Manager for its Wills & Inheritance team. The role involves trust administration, tax compliance, and client advising, ideal for candidates with experience in private client tax. The position offers a competitive salary, benefits, a supportive team environment, and opportunities for career development.

Benefits

Competitive salary

Strong benefits package

Career development opportunities

Qualifications

• Previous experience in a Trusts & Tax role is essential.
• Experience in private client tax and trusts is required.
• Ability to work with minimal supervision.

Responsibilities

• Work on private client matters including trust administration.
• Prepare and file tax returns.
• Support solicitors with probate and complex estate matters.

Skills

Trust administration

Tax compliance

Inheritance Tax planning

Strong Excel skills

Excellent communication skills

Education

ATT / AAT qualification or equivalent

Tools

TaxCalc

Isokon

Job description

Trust & Tax Manager – Private Client / Wills & Inheritance
Berkshire | Full-Time | Competitive Salary + Benefits

I’m working with a leading regional law firm that is looking to recruit an experienced Trust & Tax Manager to join its growing Wills & Inheritance team in Berkshire. This is a fantastic opportunity for someone with strong experience in private client tax and trusts who wants to play a key role in a busy and well-respected department.

The Role

You’ll be working on a broad range of private client matters, including:

• Trust administration and tax compliance
• Inheritance Tax planning and estate administration
• Preparing and filing tax returns
• Supporting solicitors with probate and complex estate matters
• Advising on Wills, LPAs, and wider private client issues as part of the team

About You

The ideal candidate will bring:

• Previous experience in a Trusts & Tax role (law firm or accountancy background)
• Strong Excel and bookkeeping skills (double entry essential)
• Experience with TaxCalc and/or Isokon (advantageous)
• ATT / AAT qualification (or equivalent), or strong experience in private client tax
• Excellent communication skills, attention to detail and the ability to work with minimal supervision

We’re also open to considering candidates from an accountancy background who are looking to pivot into private client work and take their career in a new direction.

What’s on Offer

• Competitive salary and a strong benefits package
• High-quality, varied caseload across Wills, Trusts & Inheritance
• Supportive and collaborative team environment
• Career development opportunities within a respected regional practice

This is an excellent opportunity for a Trust & Tax Manager who is looking for variety, client-facing work and genuine career progression in Berkshire.