Trust& Estates Manager

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.