Trust Manager or Assistant Manager

TN United Kingdom; Norwich; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading firm in Norwich seeks a Trusts Assistant Manager / Manager to manage a portfolio of trusts and provide expert tax advisory services. This role offers the chance to work with high-net-worth clients and develop your career in a collaborative environment, with opportunities for professional growth and hybrid working options.

Benefits

Competitive salary and benefits package

Professional study support

Career progression opportunities

Hybrid working options

Qualifications

• Experience in personal tax and trust administration.
• Strong technical knowledge of private client taxation and probate law.
• Experience overseeing team members.

Responsibilities

• Manage a portfolio of trusts, ensuring compliance.
• Review annual trust accounts and tax returns.
• Advise on asset management and inheritance tax.

Skills

Communication

Problem-solving

Technical knowledge of taxation

Education

CTA, ACCA, or ACA qualification

STEP qualification

Job description

Trust Manager or Assistant Manager, Norwich

Employer: Hays Senior Finance

Location: Norwich, England, Norfolk

Salary: Negotiable & competitive

Closing date: 18 Jun 2025

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:

1. Managing a portfolio of trusts, overseeing administration and compliance.
2. Reviewing annual trust accounts and tax returns using specialist accounting software.
3. Advising trustees on asset management, inheritance tax calculations, and returns.
4. Drafting trustee minutes and resolutions in accordance with legal requirements.
5. 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.

Candidate Requirements

• 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, we 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 available on our website.

About Hays

At Hays, we invest in lifelong partnerships that empower people and businesses to succeed. With over 50 years of success and a workforce of 10,000+ across 32 countries, we work with talented finance professionals and match them with organizations where they can achieve a lasting impact. Our extensive global network and deep industry relationships enable us to deliver tailored recruitment solutions.