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For Companies At a Glance
- Tasks: Manage trusts, tax compliance, and provide estate planning advice.
- Company: Respected regional practice with a supportive team culture.
- Benefits: Competitive salary, strong benefits package, and career development opportunities.
- Other info: Open to candidates from accountancy backgrounds looking for a new direction.
- Why this job: Join a dynamic team and make a real difference in clients' lives.
- Qualifications: Experience in Trusts & Tax, strong Excel skills, and excellent communication.
The predicted salary is between 40000 - 50000 £ per year.
Responsibilities
- Trust administration and tax compliance
- Inheritance Tax planning and estate administration
- Preparing and filing tax returns
- Supporting solicitors with probate and complex estate matters
- Advising on Wills, LPAs, and wider private client issues as part of the team
About You / Qualifications
- Experience in a Trusts & Tax role (law firm or accountancy background)
- Strong Excel and bookkeeping skills (double entry essential)
- Experience with TaxCalc and/or Isokon (advantageous)
- ATT / AAT qualification (or equivalent), or strong experience in private client tax
- Excellent communication skills, attention to detail and the ability to work with minimal supervision
- We’re also open to considering candidates from an accountancy background who are looking to pivot into private client work and take their career in a new direction.
What’s on Offer
- Competitive salary and a strong benefits package
- High-quality, varied caseload across Wills, Trusts & Inheritance
- Supportive and collaborative team environment
- Career development opportunities within a respected regional practice
Apply
Please submit your CV via the appropriate channels. This is a Berkshire-based, full-time role with a competitive salary and benefits.
Notes
This description reflects current opening and responsibilities; no phone numbers or external links are included. EEO statements remain in force as applicable.
Trust & Tax Manager – Private Client / Wills & Inheritance in England employer: Origin Legal
Contact Detail:
Origin Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust & Tax Manager – Private Client / Wills & Inheritance in England
✨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 inheritance tax planning and estate administration. We recommend practising common interview questions and scenarios related to Wills and private client issues so you can showcase your expertise confidently.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each firm’s culture and needs. It’ll make a difference!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Trust & Tax Manager – Private Client / Wills & Inheritance in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Trusts & Tax roles. We want to see how your skills align with the responsibilities mentioned in the job description, so don’t hold back on showcasing your relevant experience!
Show Off Your Skills: Don’t forget to mention your strong Excel and bookkeeping skills! If you’ve got experience with TaxCalc or Isokon, make it known. We love seeing candidates who can hit the ground running.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in pivoting into private client work and how your background makes you a great fit for our team. Let your personality come through!
Apply Through Our Website: We encourage you to submit your application via our website. It’s the best way for us to receive your CV and cover letter, and we can’t wait to see what you bring to the table!
How to prepare for a job interview at Origin Legal
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts, tax compliance, and inheritance tax planning. Familiarise yourself with the key responsibilities listed in the job description, so you can confidently discuss how your experience aligns with what they’re looking for.
✨Excel at Excel
Since strong Excel skills are a must, practice using functions and formulas that are relevant to bookkeeping and tax calculations. Be ready to demonstrate your proficiency during the interview, as it could come up in conversation or even in a practical test.
✨Communicate Clearly
Excellent communication skills are essential for this role. Prepare to articulate your thoughts clearly and concisely, especially when discussing complex estate matters or advising on Wills and LPAs. Practising common interview questions with a friend can help you refine your delivery.
✨Show Your Team Spirit
This position is all about collaboration, so be prepared to share examples of how you've worked effectively within a team. Highlight any experiences where you supported colleagues or contributed to a positive team environment, as this will resonate well with the interviewers.