NXTGEN is delighted to be working closely with a highly respected Accountancy Firm in Norwich to recruit a Trust & Estates Manager into their growing Private Client Tax team. This is a brilliant opportunity for someone ready to step up into management, or for an experienced manager looking for a fresh challenge where they can truly make the role their own and play a key part in shaping the future of the team, portfolio, and wider office.
This Trust & Estates Manager position offers genuine scope to influence, lead, and develop. You'll work closely with Partners and senior colleagues on a varied and high-quality client base, supporting medium and high-net-worth individuals across all aspects of trust and estate planning, administration, and compliance. The firm has a strong reputation for technical excellence while maintaining a personable, client-first approach.
As Trust & Estates Manager, you'll take ownership of a diverse portfolio and act as a trusted advisor to trustees and families, delivering clear, thoughtful advice while identifying opportunities to add long-term value. You'll also play an important role in driving the continued growth of the trust offering and supporting the development of more junior team members.
Key Responsibilities:
- Managing a portfolio of trusts and estates, overseeing administration and ongoing compliance
- Reviewing annual trust accounts and trust tax returns
- Advising on income tax, capital gains tax, and inheritance tax matters
- Preparing and submitting TRS, FATCA, and CRS returns
- Acting as a key point of contact for clients, ensuring clear and timely communication
- Supporting business development and the promotion of trust and tax services
- Managing fees, billing, and work in progress effectively
- Contributing positively to the firm's values, culture, and collaborative working environment
What this Trust & Estates Manager needs:
- At least three years' experience in personal tax and trust administration within a practice environment
- Experience preparing trust accounts, trust tax returns, and inheritance tax accounts
- CTA or STEP qualified and/or ACA / ACCA qualified
- Strong knowledge of private client tax and trust legislation
- Able to balance technical excellence with a warm, client-focused approach
What's on Offer:
- Competitive salary and benefits package
- Ongoing professional development and further study support
- Clear progression opportunities within the firm
- Hybrid working
- The chance to genuinely shape and grow a specialist service line
If you're an experienced Trust & Estates Manager, or ready to take that next step into management within a firm whose employees and clients are at the heart of what they do, this is a standout opportunity to build something meaningful while advancing your career. Please get in touch with Annie to find out more information.
Salary is dependant on experience.
