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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 trust services while advancing your career in a supportive environment.
- Qualifications: 3+ years in personal tax and trust administration; CTA or STEP qualified preferred.
- Other info: Opportunity to lead and mentor junior team members in a collaborative culture.
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 in Norwich employer: Trades Workforce Solutions
Contact Detail:
Trades Workforce Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust& Estates Manager in Norwich
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show them you're not just another candidate, but someone who genuinely fits into their team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the Trust & Estates Manager role. Highlight your achievements and be specific about how you can add value to their team. Confidence is key!
✨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 that extra step to engage with us directly. Let’s make this happen together!
We think you need these skills to ace Trust& Estates Manager in 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 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 growth and culture.
Showcase Your Technical Skills: Since this role requires strong knowledge of private client tax and trust legislation, make sure to include specific examples of your technical expertise. Mention any relevant projects or challenges you've tackled in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Trades Workforce Solutions
✨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 scenarios will show that you're not just familiar with the theory but can apply it in practice.
✨Showcase Your Management Skills
Since this role involves stepping into management, be prepared to discuss your leadership style and experiences. Think of examples where you've successfully managed a team or project, and how you can bring that experience to the Trust & Estates Manager position.
✨Client-Centric Approach
Highlight your ability to communicate effectively with clients. Prepare to share examples of how you've built relationships and provided clear, thoughtful advice to clients in the past. This is crucial for a role that focuses on high-net-worth individuals.
✨Ask Insightful Questions
Prepare some questions that demonstrate your interest in the firm and the role. Inquire about their approach to business development or how they support junior team members. This shows that you're not only interested in the position but also in contributing to the firm's growth.
