Private Client Trust & Tax Manager – Wills & Inheritance in Wokingham

Private Client Trust & Tax Manager – Wills & Inheritance in Wokingham

Wokingham Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
Clifton Ingram LLP

At a Glance

  • Tasks: Manage trusts and taxes while supporting clients with wills and inheritance.
  • Company: Join Clifton Ingram LLP, a growing firm with a focus on private client services.
  • Benefits: Enjoy a competitive salary and excellent benefits in a supportive environment.
  • Other info: Dynamic team atmosphere with opportunities for professional growth.
  • Why this job: Make a real difference in clients' lives while advancing your career in tax and trust management.
  • Qualifications: Experience in probate, estate administration, and tax planning; AAT or ATT qualified preferred.

The predicted salary is between 40000 - 50000 Β£ per year.

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.

Private Client Trust & Tax Manager – Wills & Inheritance in Wokingham employer: Clifton Ingram LLP

Clifton Ingram LLP is an excellent employer for those looking to advance their careers in the legal sector, particularly within the dynamic Wills & Inheritance team in Wokingham. We offer a supportive work culture that fosters professional growth, with opportunities for ongoing training and development, ensuring that our employees can thrive while making a meaningful impact in clients' lives.

Clifton Ingram LLP

Contact Details:

Clifton Ingram LLP Recruitment Team

We think you need these skills to ace Private Client Trust & Tax Manager – Wills & Inheritance in Wokingham

Private Client Services
Probate
Estate Administration
Tax Planning
Excel Skills
Double Entry Bookkeeping
Effective Communication