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- Tasks: Manage trusts and taxes while supporting clients with wills and inheritance matters.
- Company: Join a growing team at Clifton Ingram LLP, known for its supportive culture.
- Benefits: Enjoy a competitive salary and an excellent benefits package.
- Why this job: Make a real difference in clients' lives while advancing your career.
- Qualifications: Experience in private client matters and strong Excel skills required.
- Other info: Ideal for those looking to transition from accountancy into a rewarding role.
The predicted salary is between 36000 - 60000 £ per year.
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 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.
Trust & Tax Manager - Wills & Inheritance in Wokingham employer: Clifton Ingram LLP
Contact Detail:
Clifton Ingram LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust & Tax Manager - Wills & Inheritance in Wokingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Trust & Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of wills, inheritance, and tax planning. We recommend practising common interview questions and scenarios related to the role. Show them you’re not just a candidate, but the perfect fit for their Wills & Inheritance team!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to keep your name fresh in their minds and show your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Clifton Ingram LLP. Let’s get you that Trust & Tax Manager position!
We think you need these skills to ace Trust & Tax Manager - Wills & Inheritance in Wokingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles related to wills, inheritance, and tax management to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Trust & Tax Manager role and how your background aligns with our needs. Keep it personal and engaging!
Show Off Your Skills: Don’t forget to mention your strong Excel skills and any experience with tax return software like TaxCalc or Isokon. We want to see how you can bring your expertise to our team!
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 from us!
How to prepare for a job interview at Clifton Ingram LLP
✨Know Your Stuff
Make sure you brush up on your knowledge of wills, inheritance, and probate. Familiarise yourself with the key terms and processes involved in trust and tax management. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Show Off Your Excel Skills
Since strong Excel skills are a must for this position, be prepared to discuss your experience with spreadsheets. Think of specific examples where you've used Excel to manage data or streamline processes. If you can, bring along a sample of your work to demonstrate your proficiency.
✨Communicate Clearly
Strong communication skills are essential, so practice articulating your thoughts clearly and concisely. During the interview, listen carefully to the questions being asked and take a moment to gather your thoughts before responding. This will help you convey your ideas more effectively.
✨Be Ready to Learn
The role requires someone who is eager to learn and grow. Be prepared to discuss how you've approached learning new skills in the past, especially if you have an accountancy background. Highlight your adaptability and willingness to take on challenges, as this will resonate well with the interviewers.
