Trust Manager - Private Clients.

Cambridge | 17th April 2025

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Are you an experienced trust and estate practitioner looking for a new challenge?

Join our existing trust team as a Trust Manager and work alongside our wider Private Client Team to achieve our firm’s strategic goals. In this role, you’ll manage a diverse portfolio of clients, ensuring compliance deadlines are met and providing top-tier technical support. You’ll collaborate with partners and colleagues to deliver exceptional advice to Trusts, Estates, and High Net Worth Individuals (HNWIs) and their families. Additionally, you’ll assist with advisory projects, including estate administration, while staying updated on the latest developments in the Trust arena.

As part of a well-established and growing team, this role offers the opportunity to work on a varied and high-quality portfolio while contributing to the continued development of our Private Client offering. With a team of 35, including 4 partners, the Private Client team offers a strong, collaborative environment with depth of expertise, clear progression opportunities and ambitious plans for continued growth.

We seek someone with demonstrable experience in advising trustees, excellent knowledge of trust compliance, and strong communication skills. Experience with onshore trusts is essential, and offshore trust experience is a plus. While probate experience is desirable, it’s not essential. Formal qualifications like CTA, STEP, or CILEX are preferred. We welcome applications from individuals who are Qualified by Experience (QBE), as well as those with formal qualifications.

If you’re detail-oriented, able to manage multiple priorities, and passionate about training and developing team members, we want to hear from you!

To apply, please send a covering letter and CV to our recruitment team at recruitment@pem.co.uk.

Audit Manager – Charities & Non-profit

Are you passionate about making a difference and looking for a challenging yet rewarding role? We’re seeking an Audit Manager to join our dedicated team specialising in charities and not for profit.

As an Audit Manager, you’ll have the opportunity to manage a diverse portfolio of clients with turnovers typically from £1 million up to £20 million. You’ll lead audits from planning to completion, working closely with senior managers and trustees. Our team provides specialist audit and business advisory services to more than 250 charities and non-profits in the UK. This role offers a unique opportunity to make a significant impact in the sector.

We’re looking for a strategic thinker and a proactive problem solver. Someone who excels at portfolio and client management, team oversight, and business development. If you’re someone that staff feel comfortable approaching for guidance, then you’re the leader we’re looking for. Don’t miss this unique opportunity to use your skills in a meaningful way, contribute to a sector that makes a real difference, and grow professionally. If you’re ready to take the next step in your career and make a significant impact, we want to hear from you.

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Assistant Manager – Charities & Non-profit

Are you ready to take your career to the next level with a leading firm? We are seeking an enthusiastic Assistant Manager to provide efficient support and assistance to partners and managers.

This role ensures deadlines are met, technical work is executed according to firm procedures, and the highest standard of client care is maintained. You will be responsible for completing audit and accounting assignments for our Not-for-Profit client base, adhering to PEM’s technical standards and procedures.

If you are detail-oriented and committed to excellence, we invite you to join our team!

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Are you an experienced audit professional ready to take the next step in your career? We are seeking an Assistant Manager in Audit to join our dynamic team. In this pivotal role, you will support partners and managers, lead audit fieldwork for key assignments, and ensure the highest standards of client care and technical excellence are maintained.

If you are passionate about audit, thrive in a team environment, and are eager to contribute to our clients’ success, we’d love to hear from you. Apply now to join a firm that values your growth and expertise!

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Assistant Director – Private Clients

Are you ready to take a leading role in advising high net worth individuals and their families?

We are seeking an exceptional Assistant Director to join our respected Private Clients team. Join a prestigious firm where your expertise will be used to provide sophisticated tax solutions for high-net-worth individuals and their families. You will work alongside Directors and Partners to deliver bespoke tax advice and innovative planning solutions. This is not a compliance role — it’s a varied position where you’ll play a leading part in advisory work, business development, and assisting the team to meet its 2030 strategy. Your expertise will help to drive innovative planning solutions that make a tangible difference to our clients’ financial futures.

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Are you ready to take the next step in your tax career with a firm that values innovation, client care, and professional excellence?

Join a thriving and forward-thinking firm as a Private Client Tax Manager, with a focus on assisting with the provision of tax advisory projects for high-net-worth clients. In this role, you will work closely with HNWIs, Owner Managed Businesses (OMB), Partnerships and Trusts. With a large majority of your time focusing on providing bespoke advisory projects, identifying new business opportunities, and mentoring and supporting junior members of the team. You will assist in delivering strategic personal tax advice as well as supporting Partners and directors with business development and meeting the teams 2030 strategy.

Candidates must possess a CTA qualification, although other recognised accounting qualifications, such as STEP, ACA, or ACCA, will also be considered, provided they have proven post qualification experience in personal tax advice. They must have strong technical expertise in personal tax advisory, effective project management and team development skills, excellent written and verbal communication, and an ability to build strong client relationships. The ideal candidate will also demonstrate commercial awareness to identify business growth opportunities and a commitment to continuous learning to stay up to date with legislative changes.

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We are seeking a tax professional to join our dynamic team as a Share Scheme Tax Manager. In this role, you’ll work closely with clients, HMRC, and internal teams, providing expert advice on employee share incentives and employment tax matters. From designing innovative share plan structures to managing compliance and valuations, you’ll be at the forefront of delivering high-quality solutions that truly make a difference.

If you have experience in Share Schemes/Reward within an accountancy or law firm, hold a professional qualification such as ATT, CTA, or ACA, and thrive on building strong client relationships, we want to hear from you! The position also provides the opportunity to be involved in diverse employment tax matters, including employment status assessments, off-payroll working regulations, termination payments, end-of-year compliance, due diligence, and HMRC enquiries. This is your chance to work on exciting projects, grow your expertise across a broad spectrum of tax areas, and be part of a supportive team that values excellence.

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