Trust & Estates Manager

Churchgates Ltd; Bury St Edmunds; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

27 days holiday (excluding bank holidays)

Flexible homeworking policy

6% pension contributions

Income Protection

Paid study leave

Professional exam costs covered

Social events recognition

Professional subscriptions

Training & CPD opportunities

Employee Assistance programme

Job summary

A leading advisory firm in Bury St Edmunds is seeking an experienced Trust & Estates professional to manage a portfolio of clients in the private client sector. You will act as a trusted adviser, providing bespoke advice and ensuring compliance deadlines are met. The ideal candidate will possess a minimum of five years’ experience in Trusts and Estates, along with a CTA and/or STEP qualification. This role offers various benefits, including flexible homeworking and professional development opportunities.

Qualifications

• Minimum of five years’ relevant experience working in Trusts and Estates.
• Strong technical knowledge of Trusts, Estates and private client taxation.
• Excellent written and verbal communication skills.

Responsibilities

• Acting as a trusted adviser to clients and identifying advisory opportunities.
• Preparing and reviewing advisory reports for Trusts and Estates.
• Managing a portfolio of clients and ensuring compliance deadlines are met.
• Managing your own portfolio of clients, ensuring compliance deadlines are met and a consistently high standard of client service is delivered, including attendance at meetings and handling written and verbal correspondence.
• Reviewing Trust & Estate self-assessment tax returns and personal tax returns, including related tax calculations, and dealing with all associated correspondence with clients, HM Revenue & Customs and third parties.
• Reviewing Trust & Estate Accounts prepared using the firm’s software (CCH Trust Accounts).
• Reviewing Inheritance Tax returns for Trusts and Estates.
• Taking on new clients via the firm’s website, email and telephone enquiries, as well as through marketing initiatives.
• Promoting the Trust department through publications, seminars and social media activity.
• Supporting, mentoring and training other members of the Trusts and Estates team.

Skills

Trusts and Estates experience

CTA qualification

Technical knowledge of private client taxation

Excellent communication skills

Strong time management skills

Team player

Education

CTA and/or STEP qualification

Tools

CCH Trust Accounts

Job description

If you would like an informal discussion about the role before applying, please [e-mail] to arrange a call.

Churchgates brings together a unique and powerful combination of Accountants, Tax Advisers, Solicitors, Financial Planners, Investment Managers, and a dedicated team of operational support staff all under one roof. We believe in treating everyone with respect, and our culture reflects this through a friendly yet professional environment where traditional values still matter.

This role is based within the Tax Department at our Bury St Edmunds office and will focus predominantly on the private client sector as part of our Trusts and Estates team. The team advises families and individuals on the legal, compliance and tax aspects of Trusts and Estates, alongside providing bespoke advice on trust and tax structuring.

We are seeking an experienced Trust & Estates professional who can confidently manage their own workload to tight deadlines, demonstrates exceptional attention to detail, and is comfortable working with complex technical matters. Strong communication skills are essential, as is the ability to build trusted relationships with clients and colleagues. You will have considerable experience working with Trusts and be a natural fit for our collaborative, professional culture.

The role

• Acting as a trusted adviser to clients, identifying advisory opportunities and ensuring clients’ tax positions are optimised while balancing their wider personal and family objectives.
• Preparing and reviewing ad hoc advisory reports and providing general advice for clients with Trusts and Estates.
• Providing trust technical support to the wider Tax Department and the firm as a whole.
• Managing your own portfolio of clients, ensuring compliance deadlines are met and a consistently high standard of client service is delivered, including attendance at meetings and handling written and verbal correspondence.
• Reviewing Trust & Estate self-assessment tax returns and personal tax returns, including related tax calculations, and dealing with all associated correspondence with clients, HM Revenue & Customs and third parties.
• Reviewing Trust & Estate Accounts prepared using the firm’s software (CCH Trust Accounts).
• Reviewing Inheritance Tax returns for Trusts and Estates.
• Taking on new clients via the firm’s website, email and telephone enquiries, as well as through marketing initiatives.
• Promoting the Trust department through publications, seminars and social media activity.
• Supporting, mentoring and training other members of the Trusts and Estates team.

Skills Required

• A minimum of five years’ relevant experience working in Trusts and Estates.
• CTA and/or STEP qualification.
• Strong technical knowledge of Trusts, Estates and private client taxation, with the ability to interpret and apply complex legislation accurately.
• Sound commercial awareness, with an understanding of recoverability, WIP management and client service standards.
• Excellent written and verbal communication skills, with the ability to explain complex trust and tax matters clearly to clients and professional intermediaries.
• A professional and confident client facing manner, capable of building long term trusted adviser relationships.
• Highly organised and methodical, with strong time management skills and a calm, pragmatic approach under pressure.
• A collaborative team player, able to work effectively with tax, accounts, legal and financial planning colleagues to deliver a joined up service.

What you will receive

• 27 days holiday (excluding bank holidays)
• Flexible homeworking policy
• Matching employer pension contributions of up to 6% salary
• Salary sacrifice available for pension contributions
• Income Protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension Age
• Paid study leave
• All professional exams, study books, revision courses and resources paid for (at the first attempt)
• Up to two professional subscriptions paid for
• Encouragement to develop and learn by attending training courses and CPD events
• Employee Assistance programme
• Length of service recognition
• Social events paid for or subsidised by the firm