Trust and Tax Manager

Trust & Tax Manager – Wills & Inheritance 📍 Reading / Farnham / Wokingham 💰 DOE 💼 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 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. 📩 Interested? Send your CV to tom.winks@oculuslegalgroup.com or call 01174 562 133 for a confidential discussion.