At a Glance
- Tasks: Lead casework, mentor juniors, and manage high-level estate administration.
- Company: Premier independent firm of accountants with a collaborative culture.
- Benefits: Private medical care and performance-based bonus scheme.
- Other info: Dynamic environment with clear progression path and industry events participation.
- Why this job: Shape strategy and drive client service excellence in a growing team.
- Qualifications: Experience in trust and probate services; CTA, STEP, or CILEX qualifications preferred.
The predicted salary is between 50000 - 65000 £ per year.
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? This is an exceptional opportunity to join a highly regarded firm that combines technical excellence with a collaborative, supportive environment. If you are a proactive advisor ready to drive client service excellence and advance your career toward long-term leadership, this is the career move you have been waiting for.
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 a vast range of 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.
As a Trust Manager you will:
- 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.
As the successful candidate you will:
- 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 Trust Registration Service (TRS) reporting.
- Demonstrate experience in 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.
What You’ll Receive
- Private medical care
- Bonus scheme based on individual and firm performance
Trusts Manager in Cambridge employer: Austin Rose Associates
Join a leading independent firm of accountants in Cambridge, where you will thrive in a collaborative and supportive environment that values technical excellence and professional growth. As a Trusts Manager, you will have the opportunity to lead a high-quality portfolio, mentor junior talent, and contribute to the strategic direction of a well-established team, all while enjoying benefits such as private medical care and a performance-based bonus scheme. This is not just a job; it's a chance to advance your career in a dynamic setting that prioritises employee development and client service excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Trusts Manager in Cambridge
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that Trusts Manager role.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your technical knowledge and experience in trust compliance. We want to see you confidently discussing IHT returns and estate administration duties, so brush up on those details before your interviews!
✨Be Proactive in Interviews
Don’t just wait for questions to be thrown at you; take the initiative to ask insightful questions about the firm’s strategy and how you can contribute. This shows you’re genuinely interested and ready to step into a key role within their team.
✨Apply Through Our Website
We encourage you to apply directly through our website for the best chance of landing that Trusts Manager position. It’s a straightforward process, and we’re always on the lookout for passionate candidates who are ready to drive client service excellence!
We think you need these skills to ace Trusts Manager in Cambridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Trust Manager role. Highlight your expertise in trust and estate management, and don’t forget to mention any relevant qualifications like CTA or STEP.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about this role and how your background makes you the perfect fit. Be sure to mention your experience with complex advisory projects and mentoring junior talent.
Showcase Your Technical Knowledge:We want to see your understanding of personal and trust compliance. Mention your familiarity with IHT returns and trust accounts, and if you’ve kept up with the latest updates in the trust arena, let us know!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity within our collaborative team.
How to prepare for a job interview at Austin Rose Associates
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts and estates, especially the latest regulations and compliance requirements. Being able to discuss specific cases or recent changes in legislation will show that you're proactive and well-informed.
✨Showcase Your Leadership Skills
Since this role involves mentoring junior talent, be prepared to share examples of how you've successfully led teams or projects in the past. Highlight your ability to motivate others and manage workflows effectively.
✨Prepare for Business Development Questions
Think about how you can identify and convert business opportunities. Be ready to discuss strategies you've used in the past to win new clients or expand services for existing ones. This will demonstrate your proactive approach to client service excellence.
✨Engage with the Firm's Culture
Research the firm’s values and culture before the interview. Be ready to explain why you’re a good fit for their collaborative environment and how you can contribute to their growth strategy. Showing genuine interest in their mission will set you apart.
