Trust Manager – Large Independent Firm of Accountants – Cambridge
Are you an experienced trust and estates professional looking to take ownership of a high-quality portfolio within a premier, growing private client practice? Do you want to step into a key role where you can lead casework, mentor junior talent, and play an active part in shaping the strategy of a well‑established regional team?
About the Firm: This Independent Firm of Accountants is a leading multi‑disciplinary practice known for providing high‑level accounting, tax, and advisory services to individuals, families, and trusts. The Cambridge office acts as a key hub of regional expertise, offering a collaborative culture where professionals are given the autonomy to lead and the resources to excel. With a dedicated private client team of 35 professionals— including 4 partners— the firm provides a structured path for progression backed by a clear 2030 growth strategy.
Responsibilities
- Assist partners and directors with complex advisory projects, including the strategic setting up and closing of onshore trusts.
- Manage high‑level estate administration duties, including the preparation of probate applications, estate accounts, and inheritance tax (IHT) returns.
- Identify and convert business development opportunities, including structuring tailored fee quotes for new work and offering additional services to existing clients.
- Keep abreast of the latest technical updates within the trust arena, sharing knowledge across the wider department and representing the firm at industry events.
Qualifications
- Hold relevant demonstrable experience gained within trust and probate professional services, ideally supported by formal CTA, STEP, or CILEX qualifications.
- Possess expert technical knowledge of personal and trust compliance, including IHT returns, trust accounts, and TRS reporting.
- Demonstrate experience advising onshore trusts, with any exposure to offshore trust structures considered highly advantageous.
- Exhibit a proven track record of encouraging, training, and motivating junior team members and managing departmental workflows efficiently.
Benefits
- Private medical care
- Bonus scheme based on individual and firm performance
Contact Details:
Austin Rose Associates Limited Recruitment Team
