CrawlJobs Logo
Churchgate Accountants Logo Churchgate Accountants · Finance

Trust & Estates Manager

United Kingdom, Bury St Edmunds · Job Posted April 11, 2026
Apply Position
Job Link Share

Job Description

This role is based within the Tax Department at our Bury St Edmunds office and will focus predominantly on the private client sector as part of our Trusts and Estates team. The team advises families and individuals on the legal, compliance and tax aspects of Trusts and Estates, alongside providing bespoke advice on trust and tax structuring.

Job Responsibility

  • Acting as a trusted adviser to clients, identifying advisory opportunities and ensuring clients’ tax positions are optimised while balancing their wider personal and family objectives
  • Preparing and reviewing ad hoc advisory reports and providing general advice for clients with Trusts and Estates
  • Providing trust technical support to the wider Tax Department and the firm as a whole
  • Managing your own portfolio of clients, ensuring compliance deadlines are met and a consistently high standard of client service is delivered, including attendance at meetings and handling written and verbal correspondence
  • Reviewing Trust & Estate self-assessment tax returns and personal tax returns, including related tax calculations, and dealing with all associated correspondence with clients, HM Revenue & Customs and third parties
  • Reviewing Trust & Estate Accounts prepared using the firm’s software (CCH Trust Accounts)
  • Reviewing Inheritance Tax returns for Trusts and Estates
  • Taking on new clients via the firm’s website, email and telephone enquiries, as well as through marketing initiatives
  • Promoting the Trust department through publications, seminars and social media activity
  • Supporting, mentoring and training other members of the Trusts and Estates team

Requirements

  • A minimum of five years’ relevant experience working in Trusts and Estates
  • CTA and/or STEP qualification
  • Strong technical knowledge of Trusts, Estates and private client taxation, with the ability to interpret and apply complex legislation accurately
  • Sound commercial awareness, with an understanding of recoverability, WIP management and client service standards
  • Excellent written and verbal communication skills, with the ability to explain complex trust and tax matters clearly to clients and professional intermediaries
  • A professional and confident client facing manner, capable of building long term trusted adviser relationships
  • Highly organised and methodical, with strong time management skills and a calm, pragmatic approach under pressure
  • A collaborative team player, able to work effectively with tax, accounts, legal and financial planning colleagues to deliver a joined up service

What we offer

  • A competitive starting salary
  • 27 days holiday (excluding bank holidays)
  • Birthday Leave
  • Holiday purchase/sale scheme
  • Flexible homeworking policy
  • Matching employer pension contributions of up to 6% salary
  • Salary sacrifice available for pension contributions
  • Income Protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension Age
  • Private Health Insurance – Individual cover available
  • Paid study leave
  • All professional exams, study books, revision courses and resources paid for (at the first attempt)
  • Up to two professional subscriptions paid for
  • Encouragement to develop and learn by attending training courses and CPD events
  • Employee Assistance programme
  • Length of service recognition
  • Social events paid for or subsidised by the firm
Churchgate Accountants - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Trust & Estates Manager

8 matching positions

Trust Tax Assistant Manager/ Manager

Our Trust Tax team offers a plethora of carefully tailored services to an equall...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in providing trust and estate advice to high net worth individuals
  • Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment
  • Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools)
  • Experience of dealing with HNW clients
  • Staff management experience
  • CTA and/or STEP qualified (or equivalent)
Job Responsibility
Job Responsibility
  • Act as a point of contact within the firm for the client together with the other senior staff
  • Deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm’s criteria
  • Pro-actively manage their own workload
  • Provide overall support to Senior Managers and Directors on client matters
  • Assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work
What we offer
What we offer
  • Health and wellness programmes
  • Pension plan
  • Private medical
  • Income protection plan
  • Holidays
  • Bike to work scheme
Read More
Arrow Right

Trust & Estates Paralegal

We are looking for a skilled paralegal to support a practice focused on trust ad...
Location
Location
United States , Palo Alto
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3 to 8+ years of paralegal experience in a law firm or similar legal environment
  • Background in trust administration, probate, civil litigation, or a combination of these practice areas is preferred
  • Demonstrated ability to manage multiple active matters while maintaining accuracy and strong attention to detail
  • Confidence working independently within a structured process-driven setting
  • Strong written and verbal communication skills for interacting with clients, attorneys, and internal staff
  • Experience tracking deadlines, organizing legal documents, and supporting filings and case logistics
  • Familiarity with Clio or comparable case management software is an advantage
Job Responsibility
Job Responsibility
  • Manage trust and estate matters from initial intake through final distribution, helping ensure each stage is completed accurately and on schedule
  • Draft and assemble administration documents such as notices, asset inventories, and other matter-related materials
  • Monitor court dates, filing requirements, and internal deadlines so that cases continue moving forward without delay
  • Support litigation matters by preparing discovery materials, organizing responses, and coordinating document production
  • Assist with filings, service coordination, and other procedural steps required for active civil or probate-related disputes
  • Maintain orderly electronic case files in Clio and keep records, correspondence, and supporting documents easy to access
  • Prepare exhibits, binders, and case materials for hearings, meetings, and other attorney needs
  • Communicate with clients to collect information, request records, and clarify outstanding items needed for case progress
  • Work with attorneys and administrative staff to follow firm processes, confirm next steps, and keep matters advancing efficiently
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan
Read More
Arrow Right

Trust & Estates Attorney

We are looking for an experienced Trust & Estates Attorney to manage trust and e...
Location
Location
United States , Menlo Park
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Active license to practice law and ability to work as an attorney in the applicable jurisdiction
  • Demonstrated experience handling civil litigation matters, ideally including probate, trust, or estate disputes
  • Strong skill in drafting motions, pleadings, briefs, and discovery-related documents
  • Practical experience managing discovery, including written discovery and deposition practice
  • Knowledge of trusts and estates law with familiarity in probate litigation procedures
  • Ability to manage multiple matters independently while exercising sound judgment on when to elevate key issues
  • Strong interpersonal and client communication skills, particularly in emotionally sensitive or high-conflict situations
Job Responsibility
Job Responsibility
  • Lead probate and trust litigation matters through each stage of the case lifecycle, from commencement to final resolution
  • Prepare and revise legal documents such as petitions, complaints, answers, motions, and discovery materials for court submission
  • Organize cases for mediation, negotiated settlement discussions, and trial proceedings, ensuring deadlines and strategic priorities are met
  • Appear in court for routine and moderately complex hearings and represent clients effectively in contested proceedings
  • Take and defend depositions while developing factual records that support litigation strategy
  • Work closely with clients and witnesses to prepare them for testimony, hearings, and other key case events
  • Contribute to trial readiness by coordinating evidence, refining arguments, and assisting with courtroom execution
  • Oversee the work of law clerks and entry-level drafting staff, providing direction and reviewing filings for accuracy and quality
  • Partner with legal support personnel to keep matters progressing efficiently and communicate updates and next steps clearly to clients
  • Participate in case strategy discussions, make informed recommendations, and independently manage execution while escalating significant issues when needed
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Free online training
  • Fulltime
Read More
Arrow Right

Legal Assistant – Trust & Estates

Location
Location
United States , Boston
Salary
Salary:
40.00 - 43.00 USD / Hour
daleyaa.com Logo
Daley and Associates
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree preferred
  • 3-5+ years of legal assistant or legal secretary experience, preferably supporting Trusts & Estates, Private Client, Family Office, or related practice areas
  • Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat
  • Experience with legal document management and billing systems
  • familiarity with 3E and NetDocuments (NetDocs) preferred
  • Notary Public certification preferred
  • Strong organizational, communication, and multitasking skills with exceptional attention to detail
  • Ability to manage confidential information with discretion and professionalism
  • Proven ability to support multiple attorneys, prioritize competing deadlines, and work effectively in a team-oriented environment
Job Responsibility
Job Responsibility
  • Provide administrative and legal support to 2–3 attorneys within the Estates & Trusts practice
  • Manage complex calendars, schedule meetings, coordinate travel arrangements, and handle attorney correspondence
  • Prepare, edit, proofread, and finalize legal documents, estate planning materials, trusts, probate filings, and client communications
  • Coordinate document execution, notarization, filing, and distribution
  • Maintain and organize electronic and physical client files, ensuring accuracy and compliance with firm procedures
  • Serve as a primary point of contact for clients, beneficiaries, financial advisors, and other external parties
  • Assist with matter opening, conflict checks, document management, and ongoing file maintenance
  • Support billing processes, including time entry, invoice preparation, and expense reporting
  • Manage multiple priorities and deadlines while maintaining a high level of accuracy and attention to detail
  • Provide backup support to attorneys and legal staff as needed
  • Fulltime
Read More
Arrow Right

Estates Manager

Based in our Nottingham support office, the Estates Team operates as a trusted p...
Location
Location
United Kingdom , Nationwide Roles
Salary
Salary:
Not provided
boots.com Logo
Boots
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in Real Estate Management
  • Member of the Royal Institution of Chartered Surveyors with 5 years post qualification experience
  • Work collaboratively as part of a team of professionals to deliver business objectives
  • Commercially aware, being analytical and use financial knowledge to bring an innovative approach to property solutions
  • Self-motivated and results focussed to meet budget requirements with trust
Job Responsibility
Job Responsibility
  • Acquisition of new stores in some of the busiest high streets and retail parks
  • Negotiating the best commercial terms in the market with Landlords on all aspects of lease renewals, rental transactions and property management
  • Leading the performance of external advisors to deliver on time and under budget
  • Actively managing a portfolio of stores to ensure lease compliance
  • Advising the business on all aspects of property management including lease obligations, dilapidations and actively managing our sublet portfolio
  • Assisting teams on business projects to deliver measurable results
  • Financially appraising and evaluating property transactions along with preparing and presenting approval papers
What we offer
What we offer
  • Boots Retirement Savings Plan
  • Discretionary annual bonus
  • Generous employee discounts
  • Enhanced maternity/paternity/adoption leave pay and gift card for anyone expecting or adopting a child
  • Flexible benefits scheme including option to buy additional holiday, discounted gym membership, life assurance, activity passes and much more
  • Access to free, 24/7 counselling and support through TELUS Health, our Employee Assistance Programme
  • Fulltime
Read More
Arrow Right

Estates Manager

Based in our Nottingham support office, the Estates Team operates as a valued co...
Location
Location
United Kingdom , Nottingham
Salary
Salary:
Not provided
boots.com Logo
Boots
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in Real Estate Management
  • Member of the Royal Institution of Chartered Surveyors
  • 5 years post qualification experience
  • Work collaboratively as part of a team of professionals to deliver business objectives
  • Commercially aware, being analytical and use financial knowledge to bring an innovative approach to property solutions
  • Self-motivated and results focussed to meet budget requirements with trust
Job Responsibility
Job Responsibility
  • Negotiating the best commercial terms in the market with Landlords on all aspects of property management and rental transactions
  • Managing the performance of external advisors to deliver on time and under budget
  • Dealing with all aspects of property management including advising the business on lease obligations, dilapidations and actively managing our sublet portfolio
  • Assisting teams on business projects to deliver measurable results
  • Financially appraising and evaluating property transactions along with preparing and presenting approval papers
  • Assisting in the preparation of the annual property budget and monitoring progress on delivery to it
  • Undertaking and managing lease renewals and rent reviews, negotiating the best commercial terms
What we offer
What we offer
  • Boots Retirement Savings Plan
  • Discretionary annual bonus
  • Generous employee discounts
  • Enhanced maternity/paternity/adoption leave pay and gift card for anyone expecting or adopting a child
  • Flexible benefits scheme including option to buy additional holiday, discounted gym membership, life assurance, activity passes and much more
  • Access to free, 24/7 counselling and support through TELUS Health, our Employee Assistance Programme
  • Fulltime
Read More
Arrow Right

Trust & Estates Attorney

Our client, a successful & growing law firm, is looking for an experienced Trust...
Location
Location
United States , Wellesley Hills
Salary
Salary:
135000.00 - 160000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Juris Doctor degree from an accredited law school
  • Book of business required
  • Active Massachusetts bar admission and good standing
  • Minimum of ten (10) or more years’ experience in estate planning, trust and tax law, and at least seven (7) years’ experience with complex domestic estate planning and trust and estate administration, ideally for high-net-worth clients
  • In-depth knowledge of estate planning, trust law, probate law, and related federal and state tax laws
  • Exceptional communication, interpersonal, and drafting skills, strong ethical judgment, and attention to detail
  • Ability to successfully lead and mentor others
  • Proven ability to generate business, attract clients, and build a portable practice
Job Responsibility
Job Responsibility
  • Counsel high-net-worth individuals and families on complex domestic and international estate planning, including drafting wills, varied types of trusts (revocable, irrevocable, charitable), and beneficiary designations
  • Manage the administration of trusts and estates, including handling trust funding, asset distribution, preparing and filing estate and gift tax returns, and coordinating with financial advisors and CPAs
  • Develop and implement advanced tax strategies to minimize estate, gift, and generation-skipping transfer (GST) tax liabilities for clients
  • Advise trustees and beneficiaries on their rights, responsibilities, and potential conflicts
  • Assist clients with the formation and administration of charitable trusts and private foundations and provide advice on closely held businesses
  • Generate and manage substantial client base, develop business, and contribute to the growth of the firm's trusts and estates practice
What we offer
What we offer
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
Read More
Arrow Right

Trust & Estates Executive

This position is based in the tax department of our office based in Bury St Edmu...
Location
Location
United Kingdom , Bury St Edmunds
Salary
Salary:
Not provided
churchgates.co.uk Logo
Churchgate Accountants
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3-5 years relevant experience working in Trusts and Estates
  • Full/part qualification in CTA or STEP
  • Ability to manage your own time and work to deadlines
  • Ability to communicate effectively with other team members and work well in a team
  • Great attention to detail
Job Responsibility
Job Responsibility
  • Review of standard Trust & Estate self-assessment tax returns and personal tax returns including related tax calculations
  • Preparation of complex Trust & Estate self-assessment tax returns and personal tax returns including related tax calculations using the firm’s software (CCH)
  • Review of standard Trust & Estate Accounts
  • Preparation of complex Trust & Estate Accounts using the firm’s software (CCH Trust Accounts)
  • Monitoring deadlines on Trusts and Estates such as annual compliance, ten yearly charges and beneficial entitlements
  • Dealing with the day-to-day client administration
  • Preparation of complex and review of standard Inheritance Tax returns for Trusts and Estates
  • Preparation of ad hoc advisory work, such as advising on Trust distributions
  • Supporting and training other members of the Trusts and Estates Team
  • Provide support in dealing with telephone calls, client meetings, engagement letters and general office administration
What we offer
What we offer
  • 24 days holiday (excluding bank holidays)
  • Birthday Leave
  • Holiday purchase/sale scheme
  • Flexible homeworking policy
  • Matching employer pension contributions of up to 6% salary
  • Salary sacrifice available for pension contributions
  • Income Protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension Age
  • Private Health Insurance – Individual cover available
  • Paid study leave
  • All professional exams, study books, revision courses and resources paid for (at the first attempt)
  • Fulltime
Read More
Arrow Right