Trust Manager

Cambridge | 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!

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