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- Tasks: Manage trusts and estates, providing expert advice and overseeing compliance.
- Company: Respected Accountancy Firm in Norwich with a client-first approach.
- Benefits: Competitive salary, hybrid working, and ongoing professional development.
- Why this job: Shape the future of a growing team while advancing your career.
- Qualifications: 3+ years in personal tax and trust administration; CTA or STEP qualified preferred.
- Other info: Opportunity to lead, mentor junior staff, and influence service growth.
The predicted salary is between 36000 - 60000 £ per year.
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.
You will 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, you will 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. You will 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 firm's values, culture, and collaborative working environment
- 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
- 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 you are 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.
Locations
Trust& Estates Manager in Norfolk, Norwich employer: Nxtgen Recruitment
Contact Detail:
Nxtgen Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust& Estates Manager in Norfolk, Norwich
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at firms you’re interested in. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain why you’re the perfect fit for the Trust & Estates Manager role. Highlight your experience, skills, and what you can bring to the table. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make this happen together!
We think you need these skills to ace Trust& Estates Manager in Norfolk, Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trust & Estates Manager role. Highlight your experience in personal tax and trust administration, and don’t forget to mention any qualifications like CTA or STEP!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Talk about your passion for client-focused service and how you can contribute to the firm’s growth.
Showcase Your Management Skills: If you're stepping up into management, highlight any leadership experiences you've had. Discuss how you’ve supported junior team members or contributed to a collaborative working environment.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to see your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Nxtgen Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of trust and estate planning, as well as the relevant tax legislation. Be prepared to discuss specific cases or scenarios where you've successfully managed a portfolio or provided valuable advice to clients.
✨Showcase Your Leadership Skills
Since this role involves stepping into management, highlight any previous experience leading teams or mentoring junior staff. Share examples of how you've contributed to team growth and development, and be ready to discuss your vision for shaping the future of the team.
✨Client-Centric Approach
Emphasise your ability to maintain a warm, client-focused approach while delivering technical excellence. Prepare to share anecdotes that demonstrate how you've built strong relationships with clients and effectively communicated complex information in an understandable way.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, values, and future plans for the trust and estates department. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals and values.
