Trust and Tax Manager

Trust and Tax Manager - Wills and Inheritance Reading / Farnham / Wokingham £55,000 - £65,000 Full-time Permanent Hybrid Are you an experienced Trust and Tax professional looking for your next opportunity, or an AAT/ATT-qualified accountant looking to take your career in a new direction? We are working with a well-established and growing law firm, who are seeking a Trust and Tax Manager to join their busy Wills and Inheritance team. This is a fantastic opportunity to join a supportive Private Client team and play a key role in the financial, tax and administrative management of trusts and estates. The successful candidate will work across a broad range of private client matters, including trusts, probate, estate administration, inheritance tax and tax planning, working closely with solicitors, clients and other professionals. The role will involve: Managing the financial and administrative aspects of trusts and estates Preparing and maintaining trust and estate accounts Managing double-entry bookkeeping and financial reconciliations Assisting with trust and estate tax returns Supporting with Inheritance Tax calculations and reporting Assisting with probate and estate administration matters Preparing estate accounts and supporting beneficiary distributions Liaising with trustees, beneficiaries, clients, solicitors and HMRC Using Excel for financial calculations, schedules and reporting Working alongside the wider Wills and Inheritance team to ensure matters progress ..... full job details .....