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 to pivot.
- 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 36000 - 60000 £ per year.
Overview
Trust & Tax Manager – Private Client / Wills & Inheritance
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 employer: Origin Legal
As a Trust & Tax Manager in our Berkshire-based firm, you will thrive in a supportive and collaborative team environment that values your expertise in private client matters. We offer a competitive salary, a strong benefits package, and ample career development opportunities, ensuring that you can grow and excel in your role while managing a high-quality, varied caseload across Wills, Trusts, and Inheritance.
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Tax Manager – Private Client / Wills & Inheritance
✨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 world of difference!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and 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
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 listed, so don’t be shy about showcasing your relevant experience!
Show Off Your Skills:If you've got strong Excel and bookkeeping skills, let us know! Mention any experience with TaxCalc or Isokon too, as these are definitely advantageous for the role.
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.
Apply Through Our Website:We encourage you to submit your application through 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 trust administration, tax compliance, and inheritance tax planning. Familiarise yourself with the specifics of the role, including the tools like TaxCalc and Isokon, as well as any relevant legislation. This will show that you're not just interested in the job, but that you’re genuinely prepared.
✨Excel at Excel
Since strong Excel skills are a must, practice using spreadsheets to manage data effectively. Be ready to discuss how you've used Excel in past roles, especially for bookkeeping or tax calculations. You might even want to prepare a few examples of how you've solved problems using Excel.
✨Communicate Clearly
Excellent communication skills are key in this role. During the interview, focus on articulating your thoughts clearly and concisely. Think about how you can explain complex tax concepts in simple terms, as this will demonstrate your ability to advise clients effectively.
✨Show Your Team Spirit
This position is all about collaboration, so be prepared to discuss your experience working in teams. Share examples of how you've supported colleagues in the past, particularly in high-pressure situations. Highlighting your ability to work well with solicitors and other professionals will set you apart.
