Trust& Estates Manager
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Job Location:
Yearly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
NXTGEN is delighted to be working closely with a highly respected Accountancy Firm in Norwich to recruit a Trust & Estates Manager into their growing Private Client Tax team. This is a brilliant opportunity for someone ready to step up into management or for an experienced manager looking for a fresh challenge where they can truly make the role their own and play a key part in shaping the future of the team portfolio and wider office.
This Trust & Estates Manager position offers genuine scope to influence lead and develop. Youll work closely with Partners and senior colleagues on a varied and high-quality client base supporting medium and high-net-worth individuals across all aspects of trust and estate planning administration and compliance. The firm has a strong reputation for technical excellence while maintaining a personable client-first approach.
As Trust & Estates Manager youll take ownership of a diverse portfolio and act as a trusted advisor to trustees and families delivering clear thoughtful advice while identifying opportunities to add long-term value. Youll also play an important role in driving the continued growth of the trust offering and supporting the development of more junior team members.
Key Responsibilities:
- Managing a portfolio of trusts and estates overseeing administration and ongoing compliance
- Reviewing annual trust accounts and trust tax returns
- Advising on income tax capital gains tax and inheritance tax matters
- Preparing and submitting TRS FATCA and CRS returns
- Acting as a key point of contact for clients ensuring clear and timely communication
- Supporting business development and the promotion of trust and tax services
- Managing fees billing and work in progress effectively
- Contributing positively to the firms values culture and collaborative working environment
What this Trust & Estates Manager needs:
- At least three years experience in personal tax and trust administration within a practice environment
- Experience preparing trust accounts trust tax returns and inheritance tax accounts
- CTA or STEP qualified and/or ACA / ACCA qualified
- Strong knowledge of private client tax and trust legislation
- Able to balance technical excellence with a warm client-focused approach
Whats on Offer:
- Competitive salary and benefits package
- Ongoing professional development and further study support
- Clear progression opportunities within the firm
- Hybrid working
- The chance to genuinely shape and grow a specialist service line
If youre an experienced Trust & Estates Manager or ready to take that next step into management within a firm whose employees and clients are at the heart of what they do this is a standout opportunity to build something meaningful while advancing your career. Please get in touch with Annie to find out more information.
Salary is dependant on experience.
Required Experience:
Manager
