Trust Tax Manager

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

Trust Manager

Cambridge | Hybrid Working | Private Client Tax

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.

About You

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.