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- Tasks: Manage a diverse portfolio of trusts and provide expert tax advice.
- Company: Established firm of accountants with a collaborative culture in Norwich.
- Benefits: Competitive salary, hybrid working, and clear career progression opportunities.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients.
- Qualifications: 3+ years in trusts and private client tax; CTA/ACA/ACCA preferred.
- Other info: Supportive environment with opportunities for professional development.
The predicted salary is between 43000 - 67000 £ per year.
Clark Wood is working with a well-established firm of accountants to recruit a Trusts Assistant Manager / Manager into their Private Client Tax team in Norwich. This role will suit an experienced trust and private client tax professional looking to take responsibility for a varied trust portfolio and work closely with Partners on both compliance and advisory matters. The firm acts for a broad range of medium and high-net-worth individuals, offering exposure to high-quality private client work within a collaborative tax team.
The position will involve managing the ongoing administration and tax compliance of trusts and estates, reviewing trust accounts and returns, and advising trustees on income tax, capital gains tax and inheritance tax matters. There will also be involvement in wider trust planning and advisory projects alongside the Partners. The firm are renowned for promoting within and can offer an excellent platform to progress your career and have a healthy hybrid working system in place.
Key responsibilities- Managing a portfolio of trusts, overseeing day-to-day administration and compliance
- Reviewing trust accounts and associated tax returns
- Preparing and reviewing income tax, CGT and IHT returns for trusts and estates
- Reviewing inheritance tax calculations and submissions
- Preparing TRS, FATCA and CRS filings
- Drafting trustee documentation and maintaining statutory records
- Acting as a point of contact for trustees and clients
- Supporting Partners on complex trust matters and advisory work
- Reviewing work prepared by junior team members where appropriate
- Managing WIP, fee quotes and billing
- Liaising with HMRC as required
- At least 3 years’ experience in trusts and private client tax within practice
- Experience preparing trust and personal tax returns and IHT accounts
- CTA and/or ACA / ACCA qualification
- STEP qualification is advantageous but not essential
- Strong technical knowledge across income tax, CGT and IHT
- Experience dealing with trust accounts and ongoing trust administration
For further information on this role, please contact Jack Wyatt at Clark Wood – jwyatt@clark-wood.co.uk / 07880 255933.
Trusts Assistant Manager / Manager in Norwich employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Assistant Manager / Manager in Norwich
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online 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!
✨Ace the Informal Chat
Before you even get to the formal interview, try to set up an informal chat with someone at the firm. This can give you insider info about the company culture and expectations. Plus, it shows your genuine interest in the role, which we love to see!
✨Showcase Your Skills
When you get the chance to meet potential employers, make sure to highlight your relevant experience and skills. Bring examples of your work or discuss specific projects you've managed. We want to see how you can add value to the team!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Trusts Assistant Manager/Manager role! It streamlines the process and ensures your application gets the attention it deserves. Let’s get you that dream job!
We think you need these skills to ace Trusts Assistant Manager / Manager in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your trust and private client tax experience, and don’t forget to mention any relevant qualifications like CTA or ACA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Trusts Assistant Manager/Manager role. Mention specific experiences that align with the responsibilities listed in the job description.
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge across income tax, CGT, and IHT, make sure to include examples of how you've successfully navigated these areas in your previous roles. We want to see your expertise!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts and private client tax. Familiarise yourself with the key responsibilities mentioned in the job description, like managing trust portfolios and compliance matters. Being able to discuss specific cases or examples will show your expertise and confidence.
✨Prepare for Technical Questions
Expect questions about income tax, capital gains tax, and inheritance tax. We recommend reviewing recent changes in legislation or common issues that arise in trust administration. This will help you demonstrate your strong technical knowledge and problem-solving skills during the interview.
✨Showcase Your Collaborative Spirit
Since the role involves working closely with Partners and junior team members, be ready to discuss your experience in teamwork and collaboration. Share examples of how you've successfully worked in a team environment, especially in complex trust matters or advisory projects.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. Inquire about the firm's approach to trust planning or how they support career progression. This not only shows your interest in the role but also helps you gauge if the firm is the right fit for you.
