The Role

The firm is seeking a skilled and experienced Trusts Assistant Manager/Manager to join our Private Client Team within our Norwich Tax department. The role will include managing a portfolio of trusts through effective estate administration support and ensuring compliance with all relevant regulations. This role will work closely with medium and high-net-worth individuals on all aspects of their personal tax affairs.

Key responsibilities include reviewing annual trust accounts and tax returns, advising trustees on asset management, inheritance tax calculations and returns, and supporting the Partners on wider trust advisory planning matters.

The position involves working closely alongside the Tax Partners and colleagues across our wider Tax department to deliver a seamless client service. This is a fantastic opportunity for a technically proficient and client-focused professional to play an integral role in our highly regarded Tax team.

Duties include, but are not limited to:

• Manage a portfolio of trusts, including overseeing general trust administration and compliance
• Review annual trust accounts and related tax returns using specialised accounting software
• Handle tax matters, including income tax, capital gains tax, and inheritance tax filings for trusts and estates
• Review inheritance tax calculations
• Prepare relevant submissions such as FATCA, CRS, and TRS
• Draft trustee minutes, resolutions, and maintain clear records in accordance with legal requirements
• Communicate clearly with clients and colleagues to keep all parties informed and address queries throughout the trust process
• Collaborate with Partners and managers on complex trust matters and contribute to the development of new client opportunities
• Support the promotion of trust and tax services both internally and to external clients
• Responsible for quoting fees, raising fee invoices, and managing allocated work in progress (WIP)
• Promoting and contributing to the Vision and Values of M+A Partners.
• Maintaining an up-to-date profile and active presence on LinkedIn to enhance professional networking and promote firm-wide initiatives (training can be provided)