Full job descriptionCambridge | Hybrid Working | Competitive Salary + Benefits
The Opportunity
An established private client team is seeking an experienced Trust Manager to manage a portfolio of trusts, estates and high-net-worth individuals. This role offers a mix of compliance, advisory and client relationship responsibilities, alongside the opportunity to support and develop junior team members.
Key Responsibilities
*Manage a portfolio of trust and private client matters, ensuring all compliance deadlines are met.
*Oversee the preparation and submission of trust and personal tax returns, trust accounts, inheritance tax returns and Trust Registration Service filings.
*Support senior colleagues on trust and estate planning projects, including the establishment and closure of trusts.
*Assist with estate administration, probate applications, estate accounts and related tax matters.
*Attend client meetings and provide a high standard of client service.
*Review and delegate work to junior team members, providing guidance and support.
*Identify opportunities for additional work and contribute to business development activities.
*Ensure timely billing and effective management of work in progress.
About You
*Proven experience in trusts, estates, probate or private client services.
*Strong knowledge of trust compliance, personal taxation, inheritance tax and estate administration.
*Experience managing client relationships and a varied workload.
*Excellent communication, organisational and problem-solving skills.
*Ability to mentor and develop junior colleagues.
*STEP, CILEX or similar professional qualifications would be advantageous.
What’s on Offer
*High-quality and varied private client work.
*Exposure to complex trust and estate matters.
*Supportive, collaborative team environment.
*Clear opportunities for career progression.
*Flexible and hybrid working arrangements.
*Competitive salary and benefits package.
Interested?
For a confidential discussion or to find out more, please contact Sophie Clarke at Reed (Norwich) today!