Trust & Tax Manager - Wills & Inheritance

Clifton Ingram LLP; Wokingham; On-site; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Excellent benefits package

Job summary

Clifton Ingram LLP is seeking a Trust & Tax Manager to join their expanding Wills & Inheritance team in Wokingham. This role requires experience in private client services including probate, estate administration, and tax planning.

The successful candidate will demonstrate strong excel skills, double entry bookkeeping knowledge, and effective communication abilities. AAT or ATT qualified individuals looking for a career challenge are encouraged to apply. A competitive salary and excellent benefits are offered.

Qualifications

• Previous experience in a similar role.
• Strong administration skills and attention to detail.
• Keen and eager to learn.

Responsibilities

• Providing private client matters including wills and inheritance.
• Managing probate and estate administrations.
• Involvement in tax planning and trusts.

Skills

Excel skills

Double entry bookkeeping

Communication skills

Teamwork

Probate case management software knowledge

Education

AAT or ATT qualified

Tools

TaxCalc

Isokon

Job description

The Role

Clifton Ingram LLP is recruiting for a Trust & Tax Manager to join our busy and continually growing Wills & Inheritance team, based in any of our three offices (Reading, Farnham or Wokingham).

This position is suitable for a candidate that has worked within a team providing a broad offering of private client matters including wills, inheritance, probate, estate administrations, probate and inheritance tax planning and trusts.

The position offers a competitive salary and excellent benefits package.

The Candidate

The ideal candidate will have previous experience in a similar role, have strong excel skills and knowledge of double entry bookkeeping. Experience of tax return and probate case management software, preferably TaxCalc and Isokon, would be advantageous. Strong communication skills, teamwork and being able to work with light supervision are also important.

We would also consider someone with an accountancy background, either AAT or ATT qualified, who is looking for a challenge to take their career in a new direction. The successful candidate needs strong administration skills, excellent attention to detail and be keen and eager to learn.

If you have the relevant experience and are interested in applying, we would love to hear from you.