Trust& Estates Manager

Position: Trust& Estates Manager (Permanent)
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