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Trust Manager or Assistant Manager, Norwich
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EU work permit required:
Yes
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Job Reference:
92cfa060662d
Job Views:
35
Posted:
22.06.2025
Expiry Date:
06.08.2025
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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:
* Managing a portfolio of trusts, overseeing administration and compliance.
* Reviewing annual trust accounts and tax returns using specialist accounting software.
* Advising trustees on asset management, inheritance tax calculations, and returns.
* Drafting trustee minutes and resolutions in accordance with legal requirements.
* 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.
About You
The ideal candidate will have:
* 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.
* 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, I would love to hear from you. #4689718 - Cara Whyte
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