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15 Apr, 2025

Trust & Tax Manager - Wills & Inheritance

Full time Administration Professionals

Job Description

The Role

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 position offers a competitive salary and excellent benefits package.

The Candidate

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.

Staff Type

Legal Staff

Competitive Salary

Yes

Sector

Private Client

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Clifton Ingram
Clifton Ingram

Highly ranked in Legal 500, Clifton Ingram is a full service law firm serving business and individual clients in the South East from our offices in Farnham, Reading and Wokingham. Focusing on our client’s individual needs, our aim is to provide practical solutions and proactive legal advice.

We asked our clients what they wanted from a law firm; and they said they want clear and pragmatic legal advice, tailored to their needs, which will help them achieve their objectives – so that is what we deliver.

With over 100 staff across 3 offices, whatever your legal need we have specialists who can provide you with prompt, practical advice, tailored to your specific requirements.

We offer advice on all areas of law including: