Trusts & Estates Manager | Bury St Edmunds | Up to £65,000
📍 Suffolk | Hybrid Working
An exciting opportunity has arisen with a highly respected Chartered Accountants firm for an experienced Trusts & Estates professional to join its growing private client team.
Working with a diverse portfolio of clients, you'll provide expert advice on trusts, estates, inheritance tax and wider private client matters, while building trusted relationships and helping clients navigate complex issues with confidence.
What You'll Do
- Manage your own portfolio of Trust and Estate clients.
- Deliver technical advice on trusts, estates and inheritance tax.
- Review tax returns, accounts and related compliance work.
- Support colleagues with specialist trust expertise.
- Identify advisory opportunities and contribute to client growth.
- Mentor and develop junior team members.
About You
- 5+ years' experience in Trusts & Estates.
- CTA and/or STEP qualified.
- Strong technical knowledge and a proactive, client-focused approach.
- Excellent communication and relationship-building skills.
What's on Offer
✨ Competitive salary
🏡 Hybrid and flexible working
🎂 Birthday leave plus 27 days' holiday
💷 Enhanced pension and income protection
🏥 Private healthcare
📚 Fully funded professional development and CPD
🤝 Supportive, collaborative culture and regular social eventsIf you're looking to take the next step in your Trusts & Estates career within a forward-thinking and supportive environment, we'd love to hear from you.
Trusts & Estates Manager | Bury St Edmunds | Up to £65,000
AJ Chambers Recruitment Ltd,