Apply to join the largest independent accountancy firm in Cambridge
PEM is proud to advise individuals, families, trusts and estates, we’re here to offer friendly, flexible, expert support in all areas of tax. Here, not just as a trusted adviser, but as a core part of our clients’ team. In fact, we’ve been part of our clients’ teams, building confidence in their futures for 150 years. We are an independent member of Kreston Global, a global network of 160 accounting firms across more than 114 countries. Our Personal Tax team is experiencing exciting growth and currently recruiting for roles to join this dynamic team, providing the opportunity to be part of a thriving and supportive environment.
Are you experienced in trust and probate services and looking for a new challenge? Join our team as a Trust and Probate Manager and work alongside directors and partners 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 service to Trusts, Estates, and High Net Worth Individuals (HNWIs) and their families. Additionally, you’ll assist with advisory projects, probate and estate administration, and client meetings, while staying updated on the latest developments in the Trust arena.
We seek someone with demonstrable experience in advising trusts, excellent knowledge of personal and 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 your covering letter and CV via the apply now button below.
PEM is the largest independent firm of chartered accountants in Cambridge, providing a full range of business, personal and specialist services to a diverse range of business sectors and individuals. From companies and non-profit organisations to individuals and families, we’re here to offer friendly, flexible, expert support in all areas of business, tax and wealth. Here, not just as a trusted adviser, but as a core part of your team. In fact, we’ve been part of our clients’ teams, building confidence in their futures for almost 150 years.
This wide and varied client base provides an exciting basis for our training programmes – ensuring an excellent framework of knowledge and experience is achieved. Our people are at the heart of the firm’s success. Together we have accumulated many years of experience and are able to bring our specialist skills to bear for your benefit.