Trust Manager | Hybrid Role with STEP Support & Growth

Pro-Recruitment Group; Cambridge; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Hybrid working model

Private medical insurance

Generous holiday entitlement

Job summary

Pro Tax in Cambridge is seeking a Trust Manager to join its Private Client team. You will manage a diverse portfolio of trusts and estates, working with high-net-worth clients and providing a mix of compliance and advisory services.

The role suits someone who enjoys building long-term client relationships, mentoring juniors, and taking ownership of high-quality trust work. The firm offers hybrid working (3 days in the office, 2 from home), a strong learning culture with support for

Qualifications

• Experience in Trusts, Estates or Private Client teams in professional practice.
• Strong knowledge of trust compliance (accounts, tax returns, IHT).
• Experience managing client relationships and delivering high-level service.

Responsibilities

• Manage a portfolio of trust and private client assignments.
• Review trust accounts, trust tax returns and IHT returns.
• Oversee TRS compliance and reporting.
• Assist with trust planning, creation and closure.
• Support estate administration and IHT reporting.
• Attend client meetings and build adviser relationships.
• Delegate and review work of junior colleagues.
• Assist billing and WIP management.
• Maintain up-to-date knowledge of trusts and private taxation.

Skills

Trusts experience

Trust compliance knowledge

Client relationship management

Education

STEP/CTA/CILEX or equivalent professional qualification

Job description

Pro Tax in Cambridge is seeking a Trust Manager to join its Private Client team. You will manage a diverse portfolio of trusts and estates, working with high-net-worth clients and providing a mix of compliance and advisory services.

The role suits someone who enjoys building long-term client relationships, mentoring juniors, and taking ownership of high-quality trust work. The firm offers hybrid working (3 days in the office, 2 from home), a strong learning culture with support for