Trust Manager or Assistant Manager (Hybrid or Remote)

Taxation; Norwich; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A well-established tax firm in Norwich seeks an experienced Trusts Assistant Manager / Manager to manage trust portfolios and advise high-net-worth individuals. The ideal candidate will hold a CTA, ACCA, or ACA qualification and possess strong personal tax and trust administration experience. This role offers competitive compensation, professional study support, and options for hybrid working. Join a collaborative team that values integrity and teamwork and advance your career in trust advisory services.

Benefits

Competitive salary and benefits package

Professional study support

Career progression opportunities

Hybrid working options

Qualifications

• Experience in personal tax and trust administration within a practice environment.
• Strong technical knowledge of private client taxation and probate law.
• Experience in overseeing team members' work.

Responsibilities

• Manage a portfolio of trusts, overseeing administration and compliance.
• Review annual trust accounts and tax returns.
• Advise trustees on asset management and inheritance tax calculations.
• Draft trustee minutes and resolutions.

Skills

Personal tax knowledge

Trust administration

Problem-solving

Communication

Education

CTA, ACCA, or ACA qualification

STEP qualification

Tools

Specialist accounting software

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. Although hybrid working is preferred, the firm may consider fully remote for the right candidate.

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.

Benefits include:

• Competitive salary and benefits package.
• 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, please contact Cara Whyte at Hays or apply online.

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 hays.co.uk