Trust Manager | Large Independent Firm of Accountants | Cambridge
Are you an experienced trust and estates professional looking to take ownership of a high-quality portfolio within a premier, growing private client practice? Do you want to step into a key role where you can lead casework, mentor junior talent, and play an active part in shaping the strategy of a well-established regional team? This is an exceptional opportunity to join a highly regarded firm that combines technical excellence with a collaborative, supportive environment. If you are a proactive advisor ready to drive client service excellence and advance your career toward long-term leadership, this is the career move you have been waiting for.
About the Firm
This Independent Firm of Accountants is a leading multi-disciplinary practice known for providing high-level accounting, tax, and advisory services to a vast range of individuals, families, and trusts. The Cambridge office acts as a key hub of regional expertise, offering a collaborative culture where professionals are given the autonomy to lead and the resources to excel. With a dedicated private client team of 35 professionals—including 4 partners—the firm provides a structured path for progression backed by a clear 2030 growth strategy.
As a Trust Manager you will:
* Assist partners and directors with complex advisory projects, including the strategic setting up and closing of onshore trusts.
* Manage high-level estate administration duties, including the preparation of probate applications, estate accounts, and inheritance tax (IHT) returns.
* Identify and convert business development opportunities, including structuring tailored fee quotes for new work and offering additional services to existing clients.
* Keep abreast of the latest technical updates within the trust arena, sharing knowledge across the wider department and representing the firm at industry events.
As the successful candidate you will:
* Hold relevant demonstrable experience gained within trust and probate professional services, ideally supported by formal CTA, STEP, or CILEX qualifications.
* Possess expert technical knowledge of personal and trust compliance, including IHT returns, trust accounts, and Trust Registration Service (TRS) reporting.
* Demonstrate experience in advising onshore trusts, with any exposure to offshore trust structures considered highly advantageous.
* Exhibit a proven track record of encouraging, training, and motivating junior team members and managing departmental workflows efficiently.
What You’ll Receive
* Private medical care
* Bonus scheme based on individual and firm performance
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