Trusts Manager

Trust Manager | Large Independent Firm of Accountants | Cambridge

Are you an experienced trust and estates professional looking to take ownership of a high-quality portfolio within a premier, growing private client practice? Do you want to step into a key role where you can lead casework, mentor junior talent, and play an active part in shaping the strategy of a well-established regional team? This is an exceptional opportunity to join a highly regarded firm that combines technical excellence with a collaborative, supportive environment. If you are a proactive advisor ready to drive client service excellence and advance your career toward long-term leadership, this is the career move you have been waiting for.

About the Firm This Independent Firm of Accountants is a leading multi-disciplinary practice known for providing high-level accounting, tax, and advisory services to a vast range of individuals, families, and trusts. The Cambridge office acts as a key hub of regional expertise, offering a collaborative culture where professionals are given the autonomy to lead and the resources to excel. With a dedicated private client team of 35 professionals—including 4 partners—the firm provides a structured path for progression backed by a clear 2030 growth strategy.

As a Trust Manager you will:

Assist partners and directors with complex advisory projects, including the strategic setting up and closing of onshore trusts.
Manage high-level estate administration duties, including the preparation of probate applications, estate accounts, and inheritance tax (IHT) returns.
Identify and convert business development opportunities, including structuring tailored fee quotes for new work and offering additional services to existing clients.
Keep abreast of the latest technical updates within the trust arena, sharing knowledge across the wider department and representing the firm at industry events.

As the successful candidate you will:

Hold relevant demonstrable experience gained within trust and probate professional services, ideally supported by formal CTA, STEP, or CILEX qualifications.
Possess expert technical knowledge of personal and trust compliance, including IHT returns, trust accounts, and Trust Registration Service (TRS) reporting.
Demonstrate experience in advising onshore trusts, with any exposure to offshore trust structures considered highly advantageous.
Exhibit a proven track record of encouraging, training, and motivating junior team members and managing departmental workflows efficiently.

What You’ll Receive

Private medical care
Bonus scheme based on individual and firm performance

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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