Trust & Tax Assistant Manager - Cambridge

Howells Consulting Ltd; Cambridge; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A respected consulting firm in Cambridge is seeking a Trust Assistant Manager to oversee HNW trusts and estates in a client-facing role. The ideal candidate will prepare trust accounts, manage relationships, and have opportunities for hybrid work. This position encourages progression within a supportive environment, with a salary range from £45k to £55k plus benefits.

Benefits

Hybrid working 2-3 days a week

Healthy work/life balance

Qualifications

• Experience managing a portfolio of HNW trusts and estates.
• Ability to prepare and review trust accounts and trust returns.
• A foundational understanding of personal tax advice.

Responsibilities

• Oversee a portfolio of HNW trusts and estates.
• Prepare and review trust accounts and returns.
• Assist partners with ad hoc trust planning projects.

Skills

Excellent communication skills

Relationship management

Technical knowledge of trust accounts

Job description

An opportunity for a Trust Assistant Manager to join one of Cambridge’s most respected Private Client teams.

You’ll perform very much a client and third-party facing role, overseeing a portfolio of HNW trusts and estates. This will require excellent communication and relationship management skills.

On the technical side, you’ll prepare and review trust accounts and trust returns, as well as assisting the partners with ad hoc trust planning projects. There is also the opportunity to undertake personal tax advice for HNW individuals and their families.

Our client has embraced hybrid working 2-3 days a week and has always encouraged a healthy work/life balance amongst its staff.

Scope exists to progress towards Manager grade, in a genuinely supportive environment. Salary will be dependent on experience but is likely to be in the region £45k - £55k + bens. Ref 693

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