Job Description

M+A Partners is a progressive firm of Chartered Accountants, Tax Specialists and Business Advisers. Our Vision is to be the firm of choice, through our team fulfilling their potential and delivering exceptional client service.

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).

The Candidate

Minimum of three years' experience in personal tax and trust administration, including the preparation of trust and personal tax returns and inheritance tax accounts. Experience of working within trusts in a practice environment. Minimum CTA qualified, and/or ACCA/ACA qualified. Additional professional qualifications, such as STEP, are highly advantageous (professional study support is available). Strong technical knowledge of private client taxation, including income tax, capital gains tax, and inheritance tax. In-depth understanding of trust and probate law, including related administrative procedures. Proven experience preparing trust accounts and handling trust tax compliance. Strong written and verbal communication skills, capable of explaining complex matters clearly to clients and colleagues. A client-focused, adaptable approach, with sensitivity to individual estate circumstances and family dynamics. A proactive and detail-oriented approach to problem-solving. Comfortable working both independently and collaboratively within a wider team. Proven experience of overseeing and reviewing the work of other team members. Experience liaising with HMRC and handling correspondence effectively. Proactive mindset with the ability to identify planning opportunities for clients and develop long-term relationships.

Our Values

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Honesty -

we hold ourselves to the highest level of openness, fairness and transparency in everything we do and expect the same from others with whom we work.

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Commitment -

we are bound by hard work, shared objectives and always striving to find the best outcomes for our clients, as well as by supporting the professional and personal growth of our team.

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Teamwork -

we foster a collaborative environment which embraces individual strengths in order to achieve more together.

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Integrity -

we conduct ourselves morally, ethically and honourably, and always strive to do the right thing.

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Respect -

we treat clients and colleagues with consideration, empathy and dignity, maintaining a positive, diverse and inclusive workplace culture.

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Excellence -

we aim to consistently provide the highest quality advice and solutions rooted in expertise, pursuing continuous improvement to ensure our clients receive exceptional service.

Our Benefits

Competitive salary and benefits package; Opportunity for progression within the Firm; and A split between home and office working is an option.
Job Types: Full-time, Permanent

Benefits:

Additional leave Casual dress Company events Company pension Employee discount Enhanced maternity leave Enhanced paternity leave Flexitime Gym membership Health & wellbeing programme Life insurance Paid volunteer time Private medical insurance Referral programme Sick pay Store discount Work from home
Schedule:

Day shift Monday to Friday No weekends
Ability to commute/relocate:

Norwich: reliably commute or plan to relocate before starting work (required)
Application question(s):

Are you CTA and/or ACCA/ACA qualified?
Experience:

personal tax and trust administration work, and practice: 3 years (required)
Work Location: Hybrid remote in Norwich

Reference ID: TRAM/MN2025