Trust Manager or Assistant Manager
Employer Location Norwich, England, Norfolk Salary Negotiable & competitive Closing date 18 Jun 2025 View more categoriesView less categories Sector Salary band,, Contract type Hours Where will they be working You need to or to save a job.
Job Details
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.
The ideal candidate will have:
6. Experience working in personal tax and trust administration within a practice environment.
7. CTA, ACCA, or ACA qualification (additional professional qualifications such as STEP are highly advantageous).
8. Strong technical knowledge of private client taxation, trusts, and probate law.
9. Exceptional communication skills and a proactive approach to problem-solving.
10. 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:
11. Competitive salary and benefits package.
12. Professional study support for further qualifications.
13. Career progression opportunities.
14. 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.
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 which can be found at
Company
At Hays we invest in lifelong partnerships that empower people and businesses to succeed. With over 50 years’ success under our belts and a workforce of 10,000+ people across 32 countries, we’ve evolved to put our customers at the heart of everything we do.
From CFO to Newly Qualified, we work with talented finance professionals and match them with organisations where they can achieve a lasting impact.
So much more than specialist recruiters in accounting and finance, what really sets us apart is our knowledge through scale, deep understanding and our ability to meaningfully innovate for our customers. All our consultants have strong relationships across the industry and the support of our extensive global network. That’s why organisations of all types and sizes – from international blue chips to SMEs – trust us to find the people who can help transform their business.
So, whether you want something local or international, permanent, or interim, we have the breadth of coverage and the depth of understanding to help you find it.
We have specialist recruitment teams in the following areas:
15. Corporate Governance
16. Credit Control
17. Part-Qualified Accountant
18. Payroll
19. Public Practice Accounting
20. Public Services Accounting
21. Senior Finance – Qualified
22. Support, Ledgers & Bookkeeping
23. Tax & Treasury
You can rely on us to deliver today and help you plan for tomorrow
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