Trust Manager or Assistant Manager

Hays Taxation; Norwich; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading firm is seeking a Trusts Assistant Manager / Manager to join their Private Client Team in Norwich. This role involves managing trust portfolios, ensuring compliance, and advising high-net-worth individuals on personal tax matters. The ideal candidate will possess strong technical knowledge in taxation and trusts, with relevant qualifications such as CTA, ACCA, or ACA. The firm offers a collaborative environment with competitive salary, professional study support, and career progression opportunities.

Benefits

Competitive salary and benefits package

Professional study support for further qualifications

Career progression opportunities

Hybrid working options available

Qualifications

• Experience in personal tax and trust administration.
• Ability to oversee and review team members' work.
• Strong technical proficiency in trust management.

Responsibilities

• Managing a portfolio of trusts and ensuring compliance.
• Reviewing annual trust accounts and tax returns.
• Advising trustees on asset management and inheritance tax.

Skills

Technical knowledge of private client taxation

Trusts and probate law

Exceptional communication skills

Proactive problem-solving

Education

CTA qualification

ACCA qualification

ACA qualification

STEP qualification

Job description

Trusts Assistant Manager / Manager

An exciting opportunity has arisen for an experienced Trusts Assistant Manager / Manager to join a well-established firm's Private Client Team. This role involves managing a portfolio of trusts, ensuring compliance with all relevant regulations, and working closely with medium- and high-net-worth individuals on all aspects of their personal tax affairs.

About the Role

As a Trusts Assistant Manager / Manager, you will play a vital part in delivering expert estate administration support and trust advisory services.

Key responsibilities include:

• Managing a portfolio of trusts, overseeing administration and compliance.
• Reviewing annual trust accounts and tax returns using specialist accounting software.
• Advising trustees on asset management, inheritance tax calculations, and returns.
• Drafting trustee minutes and resolutions in accordance with legal requirements.
• Collaborating with Partners and colleagues to provide seamless client service.

This is an excellent opportunity for a technically proficient and client-focused professional to develop their career within a highly regarded and forward-thinking Tax team.

The ideal candidate will have:

• Experience working in personal tax and trust administration within a practice environment.
• CTA, ACCA, or ACA qualification (additional professional qualifications such as STEP are highly advantageous).
• Strong technical knowledge of private client taxation, trusts, and probate law.
• Exceptional communication skills and a proactive approach to problem-solving.
• Experience overseeing and reviewing the work of team members.

Why join this firm?

This firm values integrity, teamwork, and excellence, providing a collaborative environment where professionals can thrive.

Benefits include:

• Competitive salary and benefits package.
• Professional study support for further qualifications.
• Career progression opportunities.
• Hybrid working options available

If you are a motivated and detail-oriented professional looking to take the next step in your career, I would love to hear from you.

Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk