Trust Manager

Trust Manager | Independent Firm of Accountants | Cambridge

Are you an experienced trust professional looking to step into a leadership role within a highly regarded regional practice? Do you thrive on managing complex trust and estate portfolios while providing technical guidance and mentoring junior team members? This is an exceptional opportunity to join a premier independent firm of accountants in Cambridge that combines deep private client expertise with a supportive and collaborative culture. If you are a proactive leader ready to take ownership of client relationships and drive success in private client tax and trusts, this is the career move you have been waiting for.

About the Firm

This Independent Firm of Accountants operates with an established team of 4 partners within its Private Client department, offering a strong, collaborative environment with significant depth of expertise. Recognised as a leading practice in Cambridge, the firm provides specialist compliance and tax planning services covering personal taxes, trusts, and estates to individuals, families, and trusts. With ambitious growth plans aligned to a clear strategy, professionals are given the autonomy to lead and the resources to excel in a supportive environment where growth is matched by opportunity.

As a Trust Manager you will:

Manage a varied and high-quality portfolio of trusts and individuals, ensuring all relevant compliance deadlines for income tax, IHT, and TRS reporting are met.
Assist partners and directors with complex advisory projects, including setting up and closing trusts, as well as estate administration involving probate applications and estate accounts.
Oversee casework efficiently, including delegating tasks, providing on-the-job training, and developing junior colleagues.
Identify and convert marketing opportunities, offering additional services to new and existing clients while assisting in preparing fee quotes.
Ensure accurate and prompt billing, proactive debt collection, and the maintenance of the highest standards of client care.

As the successful candidate you will:

Bring relevant demonstrable experience gained within trust and probate professional services, with CTA, STEP, or CILEX qualifications considered a strong bonus.
Demonstrate excellent knowledge and experience managing personal and trust compliance, TRS reporting, estate accounts, tax returns, and probate work.
Possess experience in advising onshore trusts, with offshore trust experience considered particularly helpful.
Exhibit strong leadership skills with an encouraging and motivational approach to training and developing team members.
Display excellent communication skills with the ability to build positive relationships across all organisational levels and directly with clients.

What You’ll Receive

Annual Leave entitlement: 27 days per year plus bank holidays, with a holiday purchase and sell scheme for up to 5 additional days.
Hybrid and flexible working arrangements to support work-life balance.
Contributory pension scheme alongside eligibility to participate in the firm’s bonus scheme.
Private Medical Insurance and 4x salary death in service benefit.
Birthday bonus granting one day paid leave to be taken on or near your birthday.
Electric vehicle, cycle-to-work, and technology salary sacrifice schemes, plus monthly shopping and entertainment vouchers and 2 paid volunteer days each year.

At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.

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