At a Glance
- 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.
- Other info: Ideal for those looking to transition from accountancy into a rewarding role.
- 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.
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
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.
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Tax Manager - Wills & Inheritance in Wokingham
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Clifton Ingram LLP, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Trust & Tax Manager - Wills & Inheritance in Wokingham
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Clifton Ingram LLP's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Clifton Ingram LLP. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Clifton Ingram LLP!
How to prepare for a job interview at Clifton Ingram LLP
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Clifton Ingram LLP.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Clifton Ingram LLP. It helps to show our commitment!
