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Tax & Trusts Manager

£65000 - £90000 per annum Excellent benefits
Berkshire Reading

Managing this Role


Jasmine Cook

Senior Recruitment Consultant - Midlands
0203 865 2113

Tax & Trusts Manager l Legal 500 Firm l Reading

The firm:

This Legal 500 firm has grown substantially in recent years thanks to the ongoing success of its legal services and professional growth of its lawyers.

They are ranked in the top tiers across multiple practice areas and have made several strategic hires to strengthen their foothold.

They have a fantastic reputation for their focus on client care and communication, and it's this ethos that echoes throughout the firm from the most senior partners, to the lawyers and dedicated support staff.

The role:

This friendly firm is looking to appoint a Tax & Trusts Manager to join their Wills & Inheritance team in Reading.

The Private Wealth department is ranked top tier in the Legal 500, it advises business owners, corporate executives, high-net-worth individuals and family groups across all aspects of wealth management, trust and estate planning.

You will deal with a varied caseload across the spectrum of Trust and Tax management. This will include, but is not limited to: pro-actively managing clients to ensure any tax-planning and/or succession planning issues are acted on, calculating trustee liabilities to IHT, CGT and Income Tax, dealing with distributions froms trusts and reviewing and interpretating trusts deeds and related documentation.

The ideal candidate:

· Private Client Solicitor with experience in a similar role; or
· Someone with an accountancy background, either AAT or ATT qualified, who is looking for a challenge to take their career in a new direction
· Experience of tax return and probate case management software, preferably TaxCalc and Isokon


· Opportunity to learn under the direction of an experienced Department Head
· Exposure to a varied and interesting workload
· Excellent career prospects for those who with the ambition and commitment

This opportunity presents a very exciting prospect for a Tax & Trusts Manager seeking a quality Private Client practice to be an integral part of.