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- Tasks: Manage a diverse portfolio of trusts and estates while advising clients on tax matters.
- 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 trust services and advance your career in a supportive environment.
- Qualifications: 3+ years in personal tax and trust administration; CTA or STEP qualified preferred.
- Other info: Clear progression opportunities and a chance to influence a growing team.
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'll 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'll 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'll 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're 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.
Trust& Estates Manager employer: Nxtgen Recruitment
Contact Detail:
Nxtgen Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust& Estates Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant groups. You never know who might have the inside scoop on a Trust & Estates Manager role that’s not even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Understand their approach to client service and be ready to discuss how you can contribute to their values and goals. Show them you’re not just another candidate, but the right fit!
✨Tip Number 3
Practice your pitch! Be clear about your experience in personal tax and trust administration, and how it aligns with what they’re looking for. Highlight your qualifications and any unique skills that set you apart from the competition.
✨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 are proactive and engaged in their job search.
We think you need these skills to ace Trust& Estates Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Trust & Estates Manager role. Highlight your experience in personal tax and trust administration, 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 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 values and culture.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to manage a diverse portfolio and drive business development. Numbers and examples can really make your application stand out!
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 you’re serious about joining our 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. Being able to discuss specific cases or examples from your experience will show that you’re not just familiar with the theory but can apply it in practice.
✨Showcase Your Client-Focused Approach
Since this role emphasises a personable, client-first approach, prepare to share examples of how you've successfully built relationships with clients. Think about times when you’ve gone above and beyond to meet their needs or resolve issues.
✨Demonstrate Leadership Skills
As a Trust & Estates Manager, you'll be expected to lead and develop junior team members. Be ready to discuss your leadership style and provide examples of how you've mentored others or contributed to team growth in previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the firm’s culture and future direction. Inquire about their approach to business development or how they support ongoing professional development for their staff. This not only shows your enthusiasm but also helps you gauge if the firm is the right fit for you.
