Senior Trust & Tax Manager - Wills & Inheritance in Wokingham
Senior Trust & Tax Manager - Wills & Inheritance

Senior Trust & Tax Manager - Wills & Inheritance in Wokingham

Wokingham Full-Time 50000 - 65000 £ / year (est.) No home office possible
Clifton Ingram Llp. Solicitors

At a Glance

  • Tasks: Manage trusts and tax matters, focusing on wills and inheritance for private clients.
  • Company: Reputable law firm in Wokingham with a growing team.
  • Benefits: Competitive salary and an attractive benefits package.
  • Other info: Great opportunity for career growth in a supportive environment.
  • Why this job: Join a dynamic team and make a difference in clients' lives.
  • Qualifications: Experience in private client matters; AAT or ATT qualified candidates welcome.

The predicted salary is between 50000 - 65000 £ per year.

A reputable law firm in Wokingham is seeking a Trust & Tax Manager to join their growing Wills & Inheritance team. The ideal candidate should have experience in private client matters including wills and inheritance, be proficient in Excel, and have knowledge of probate case management software. AAT or ATT qualified candidates looking to transition their careers are also encouraged to apply. The position offers a competitive salary and a great benefits package.

Senior Trust & Tax Manager - Wills & Inheritance in Wokingham employer: Clifton Ingram Llp. Solicitors

Join a reputable law firm in Wokingham that values its employees and fosters a collaborative work culture. With a focus on professional development, the firm offers ample growth opportunities for those in the Trust & Tax Manager role, alongside a competitive salary and an attractive benefits package that enhances work-life balance. Experience a supportive environment where your expertise in private client matters will be recognised and rewarded.
Clifton Ingram Llp. Solicitors

Contact Detail:

Clifton Ingram Llp. Solicitors Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior Trust & Tax Manager - Wills & Inheritance in Wokingham

✨Tip Number 1

Network like a pro! Reach out to your connections in the legal field, especially those who work with wills and inheritance. A friendly chat can lead to insider info about job openings that aren't even advertised yet.

✨Tip Number 2

Show off your skills! If you’re proficient in Excel and have experience with probate case management software, make sure to highlight these during interviews. We want to see how you can bring value to the team!

✨Tip Number 3

Prepare for those tricky interview questions! Brush up on common scenarios related to private client matters. We know it can be daunting, but practice makes perfect, and it’ll help you feel more confident.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Senior Trust & Tax Manager - Wills & Inheritance in Wokingham

Experience in private client matters
Wills and inheritance knowledge
Proficiency in Excel
Knowledge of probate case management software
AAT qualification
ATT qualification
Attention to Detail
Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in private client matters, especially around wills and inheritance. We want to see how your skills align with what we're looking for!

Show Off Your Skills: If you're proficient in Excel or have experience with probate case management software, shout about it! We love seeing candidates who can bring these skills to our team.

Be Clear and Concise: When writing your cover letter, keep it straightforward. We appreciate clarity, so get to the point about why you’re the perfect fit for the Senior Trust & Tax Manager role.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at Clifton Ingram Llp. Solicitors

✨Know Your Stuff

Make sure you brush up on your knowledge of wills and inheritance laws. Familiarise yourself with the latest changes in legislation and be ready to discuss how they impact private client matters. This will show that you're not just qualified, but genuinely interested in the field.

✨Excel Like a Pro

Since proficiency in Excel is a must, practice using advanced functions and features that are relevant to tax management. Be prepared to demonstrate your skills during the interview, perhaps by discussing how you've used Excel in past roles to manage data or streamline processes.

✨Software Savvy

If you have experience with probate case management software, be ready to talk about it! Share specific examples of how you've used such tools to improve efficiency or accuracy in your work. If you're not familiar with any particular software, do a bit of research beforehand to show your willingness to learn.

✨Ask Insightful Questions

Prepare some thoughtful questions about the firm's approach to trust and tax management. This could include inquiries about their client base, challenges they face, or how they stay updated with industry changes. It shows you're engaged and serious about the role.

Senior Trust & Tax Manager - Wills & Inheritance in Wokingham
Clifton Ingram Llp. Solicitors
Location: Wokingham

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