Austin Rose
Trust Manager
Trust Manager at Austin Rose, based in Manchester, North West, paying £55,000 - £75,000 per annum. This is a permanent role.
- Pay
- £55,000 - £75,000 per annum
- Hours and contract
- Permanent · On site
- Location
- Manchester, North West
- Closing date
- Sector
- Accountant
About 35% above the going rate for accountant
Reference job/trust-manager-2311
About the role
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:
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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.
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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.
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Oversee casework efficiently, including delegating tasks, providing on-the-job training, and developing junior colleagues.
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Identify and convert marketing opportunities, offering additional services to new and existing clients while assisting in preparing fee quotes.
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Ensure accurate and prompt billing, proactive debt collection, and the maintenance of the highest standards of client care.
As the successful candidate you will:
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Bring relevant demonstrable experience gained within trust and probate professional services, with CTA, STEP, or CILEX qualifications considered a strong bonus.
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Demonstrate excellent knowledge and experience managing personal and trust compliance, TRS reporting, estate accounts, tax returns, and probate work.
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Possess experience in advising onshore trusts, with offshore trust experience considered particularly helpful.
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Exhibit strong leadership skills
Reference: job/trust-manager-2311 · Posted 4 days ago · Closes 27 Nov 2026 · Listed via Austin Rose
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