Trust & Tax Manager - Wills & Inheritance

Clifton Ingram Llp. Solicitors; Wokingham; On-site; GBP 80,000 - 100,000; Full time

Job summary

A legal firm in Wokingham is seeking a Trust & Tax Manager for their busy Wills & Inheritance team. The ideal candidate will have experience with private client matters, strong Excel skills, and knowledge of tax return software. This role offers a competitive salary and excellent benefits package.

Qualifications

• Experience in a similar role within private client matters.
• Strong administration skills and attention to detail.
• Eager to learn and take on a new direction.

Responsibilities

• Provide a broad offering of private client matters including wills, inheritance, probate, estate administrations.

Skills

Strong Excel skills

Knowledge of double entry bookkeeping

Strong communication skills

Teamwork

Experience of tax return and probate case management software

Education

AAT or ATT qualified

Tools

TaxCalc

Isokon

Job description

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Overview

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.

Responsibilities

• Provide a broad offering of private client matters including wills, inheritance, probate, estate administrations, probate and inheritance tax planning and trusts.

Qualifications & Skills

• Experience in a similar role within private client matters.
• Strong Excel skills and knowledge of double entry bookkeeping.
• Experience of tax return and probate case management software (preferably TaxCalc and Isokon).
• Strong communication and teamwork skills; ability to work with light supervision.
• Accountancy background considered (AAT or ATT) with an eagerness to learn and take on a new direction.
• Excellent administration, attention to detail.

Staff Type

Staff Type: Legal Staff

Salary & Benefits

Competitive Salary and excellent benefits package.

Sector

Private Client