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Trainee Tax & Trusts Manager

  • £45000 - £55000 per annum
  • Farnham, Surrey
  • Permanent

This entrepreneurial and forward-thinking regional heavyweight are consistently ranked in the Legal 500 across multiple disciplines.

Through further growth, they are seeking an experienced Trainee Tax & Trust Manager to join their industry-leading team where you will be rewarded with an enviable work culture, outstanding benefits, and a comprehensive support network.

The firm

This practice stands as one of the largest entities throughout the South East, boasting a high ranking in the Legal 500, and now comprising a team of nearly 200 members. Despite its size, the firm cultivates a genuine sense of family, promoting a healthy work-life balance and nurturing a culture that is both dynamic and progressive, yet firmly rooted in traditional values concerning client care.

At the core of the firm's ethos lies a commitment to people, evident through their robust relationships with the local community and their refreshing ethical approach to legal services.

Recent years have witnessed significant growth for the firm, propelled by an increased workflow primarily attributed to their exceptional client referral network. Within this environment, a clear career roadmap paves the way for achievable progression, free from any glass ceilings.

With an affluent client base, the firm places emphasis on their fee earners managing manageable caseloads while maintaining competitive charges. Staff members are well taken care of, benefiting from a range of perks and events throughout the year aimed at solidifying team cohesion. This investment in the team is reflected in an outstanding staff retention rate.

The Role:

The firm is now looking for a trainee Tax and Trust Manager to join their expanding offering in Farnham

This prominent firm boasts a longstanding history of resolving Private Client matters in Farnham and the broader Surrey region, showcasing extensive expertise across various areas.

The ideal candidate will have previous experience in a similar role, and have good Excel skills and knowledge of double-entry bookkeeping.

This role will provide you experience with tax return and accounts software, preferably TaxCalc and Isokon and either AAT or ATT qualified.

Within this role, you will function as an integral member of a tight-knit team of five, collaborating closely with two senior partners possessing over 20+ years of PQE. This dynamic setup ensures you benefit from an excellent support network and collaboration.


  • You will be an experienced working with private client team
  • You will have previous experience handling tax and trust matters
  • You will have a broad and generalist experience across a wide range of tax and trust matters

What's on offer:

  • Competitive Salary and benefits package
  • Working alongside Leading industry individuals
  • Access to some of the best quality work
  • Hybrid working on offer

This is an excellent time for a trainee tax and trust manager to join this forward-thinking practice in Farnham, Surrey.

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