Job type
PermanentLocation
Norwich (Hybrid)Working Pattern
Flexible Working,Full-timeSpecialism
Tax And TreasuryIndustry
Accountancy FirmsPay
Negotiable & competitive
Trust Tax specialist job in Norwich with a leading accountancy firm – hybrid and flexible working
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:
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, I would love to hear from you.
