Trust & Tax Manager – Private Client / Wills & Inheritance
Berkshire | Full-Time | Competitive Salary + Benefits
I’m working with a leading regional law firm that is looking to recruit an experienced Trust & Tax Manager to join its growing Wills & Inheritance team in Berkshire. This is a fantastic opportunity for someone with strong experience in private client tax and trusts who wants to play a key role in a busy and well-respected department.
The Role
You’ll be working on a broad range of private client matters, including:
- 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
The ideal candidate will bring:
- Previous 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
This is an excellent opportunity for a Trust & Tax Manager who is looking for variety, client-facing work and genuine career progression in Berkshire.