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For Companies At a Glance
- Tasks: Manage trusts and taxes, focusing on wills and inheritance for private clients.
- Company: Join Clifton Ingram LLP, a leading firm in Wills & Inheritance services.
- Benefits: Enjoy a competitive salary and excellent benefits, with flexible office locations.
- Other info: Open to candidates eager to learn and grow in a supportive environment.
- Why this job: Be part of a growing team that values collaboration and offers career development opportunities.
- Qualifications: Experience in private client matters and strong Excel skills are essential; accountancy background is a plus.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
This job is brought to you by Jobs/Redefined, the UK’s leading over‑50s age inclusive jobs board.
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.
Staff Type
Legal Staff
Competitive Salary
Yes
Sector
Private Client
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Trust & Tax Manager - Wills & Inheritance employer: Clifton Ingram Llp. Solicitors
Contact Detail:
Clifton Ingram Llp. Solicitors Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust & Tax Manager - Wills & Inheritance
✨Tip Number 1
Network with professionals in the legal and tax sectors. Attend industry events or join relevant online forums to connect with people who can provide insights into the role and potentially refer you.
✨Tip Number 2
Familiarise yourself with the specific software mentioned in the job description, like TaxCalc and Isokon. Consider taking online tutorials or courses to boost your confidence and demonstrate your commitment to learning.
✨Tip Number 3
Prepare for potential interviews by brushing up on your knowledge of wills, inheritance, and probate processes. Being able to discuss these topics confidently will show your genuine interest in the role.
✨Tip Number 4
Highlight your teamwork and communication skills during any discussions or interviews. Provide examples of how you've successfully collaborated with others in previous roles to showcase your fit for the team-oriented environment.
We think you need these skills to ace Trust & Tax Manager - Wills & Inheritance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client matters, particularly in wills, inheritance, and probate. Use specific examples to demonstrate your skills in tax planning and trusts.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention your experience with tax return and probate case management software, and how your background aligns with the requirements of the Trust & Tax Manager position.
Highlight Key Skills: Emphasise your strong Excel skills and knowledge of double entry bookkeeping in your application. Also, mention your communication skills and ability to work within a team, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. Attention to detail is essential for this role, so make sure your application reflects that quality.
How to prepare for a job interview at Clifton Ingram Llp. Solicitors
✨Showcase Your Relevant Experience
Make sure to highlight your previous experience in private client matters, especially in areas like wills, inheritance, and probate. Be prepared to discuss specific cases you've worked on and how they relate to the role.
✨Demonstrate Your Technical Skills
Since strong Excel skills and knowledge of bookkeeping are essential, be ready to discuss your proficiency with these tools. If you have experience with tax return and probate case management software like TaxCalc or Isokon, mention it!
✨Emphasise Communication and Teamwork
This role requires strong communication skills and the ability to work well within a team. Prepare examples of how you've successfully collaborated with colleagues in the past and how you handle communication with clients.
✨Express Your Willingness to Learn
The ideal candidate should be eager to learn and grow. Share instances where you've taken the initiative to develop new skills or adapt to new challenges, especially if you're transitioning from an accountancy background.