Trust Manager

Pro Recruitment; Cambridge; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Private medical insurance

Generous holiday entitlement

Structured learning and development

Support for professionalQualifications

Job summary

Pro Tax, in Cambridge, seeks a Trust Manager to lead a portfolio of trusts and private client matters, delivering compliant and advisory services to high-net-worth clients.

You will mentor junior colleagues, maintain strong client relationships and own high-quality trust engagements, with a blend of compliance and advisory work in a collaborative environment.

Qualifications

• Experience in Trusts/Estates or Private Client teams in a professional practice.
• Strong knowledge of trust compliance, including accounts and inheritance tax matters.
• Proven ability to manage client relationships and deliver high-quality service.

Responsibilities

• Manage a portfolio of trust and private client assignments with compliance at the core.
• Review trust accounts, trust tax returns and inheritance tax returns.
• Oversee Trust Registration Service (TRS) compliance and reporting.
• Assist with trust planning, creation and closure projects.
• Support estate administration matters, including estate accounts and IHT reporting.
• Attend client meetings and build trusted adviser relationships.
• Delegate and review work by junior team members.
• Assist with billing, WIP management and client development.

Skills

Trusts experience

Client relationships

Private client

Tax compliance

Education

STEP / CTA / CILEX

Job description

Pro Tax is delighted to be partnering with a highly respected and long-established accountancy and advisory practice in Cambridge to recruit a Trust Manager for its growing Private Client team. This is an excellent opportunity for an experienced trusts professional looking to join a firm that combines technical excellence with a genuinely supportive culture. You'll manage a varied portfolio of trusts and estates, work closely with high-net-worth individuals and families, and gain exposure to a mixture of compliance and advisory work.

The role would suit someone who enjoys building long-term client relationships, mentoring junior team members and taking ownership of high-quality trust and private client matters.

Why Join This Firm?

• A highly regarded and well-established accountancy and advisory practice with a strong reputation across Cambridge and the wider East of England.
• Ambitious growth plans creating genuine opportunities for progression and long-term career development.
• Join a firm tahr offers excellent employee benefits, invests in technology and has ambitions plans to grow, while maintaining the firm's independence and collaborative culture.
• Hybrid working model with 3 days in the office and 2 days from home.
• Family-friendly environment with a sensible approach to work-life balance.
• Clear career pathways, including opportunities to progress into senior leadership positions.
• Strong commitment to learning and development, with support available for professional qualifications such as STEP.
• Competitive benefits package including private medical insurance and generous annual leave.

Why Join the Private Client Team?

• Private Client is a key strategic growth area for the firm, with significant investment and long-term expansion plans.
• Work alongside highly experienced specialists on a broad range of trusts, estates and private client matters.
• Exposure to both compliance and advisory projects, providing excellent scope for technical development.
• Collaborative team environment with a strong emphasis on knowledge sharing and professional development.
• Opportunity to take ownership of client relationships and contribute to the continued growth of the team.
• Trusts is currently one of the team's key recruitment priorities, making this a highly visible and important appointment.

The Role As Trust Manager, you will take responsibility for a portfolio of trust and private client assignments, ensuring compliance obligations are delivered efficiently while supporting advisory projects and helping to develop junior colleagues.

Key Responsibilities

• Managing a portfolio of trust and private client clients.
• Reviewing trust accounts, trust tax returns and inheritance tax returns.
• Overseeing Trust Registration Service (TRS) compliance and reporting.
• Assisting with trust planning, trust creation and trust closure projects.
• Supporting estate administration matters, including estate accounts and inheritance tax reporting.
• Attending client meetings and building trusted adviser relationships.
• Delegating and reviewing work completed by junior team members.
• Assisting with billing, work-in-progress management and client development opportunities.
• Maintaining up-to-date technical knowledge across trusts, estates and private client taxation.

Requirements Essential

• Experience gained within a Trusts, Estates or Private Client team in professional practice.
• Strong knowledge of trust compliance, including trust accounts, trust tax returns and inheritance tax matters.
• Experience managing client relationships and delivering high levels of client service.

Desirable

• Experience with estate administration and probate matters.
• Exposure to trust advisory and tax planning projects.
• Knowledge of offshore trusts.
• STEP, CTA, CILEX or equivalent professional qualification.

Applications are welcomed from candidates who meet most, but not necessarily all, of the above requirements.

What's on Offer?

• Hybrid working.
• Competitive salary and benefits package.
• Private medical insurance.
• Generous holiday entitlement, with the option to buy or sell additional leave.
• Structured learning and development programmes.
• Support for further professional qualifications.
• Exposure to complex and rewarding trust and estate work.
• A collaborative and supportive team culture with genuine progression opportunities.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.