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Role: Private Client Trusts Manager (Private Client Division)
Hours: Full Time (35 hours per week)
Term: Permanent
About mfg
You’ll be joining a regional law firm that enjoys a strong reputation, recognised in the legal 500 which is made possible by our exceptional people. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It’s our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.
The Trusts Team
As Trusts Manager, you will work alongside Divisional Head, Valerie Robinson and a Trusts team of three colleagues, forming part of our wider Private Client team of 20 people, at our Kidderminster office. Private Client is our largest division, operating from mfg’s six Midlands offices.
Day to day, you’ll be successful in this role by…
We’re looking for someone with experience in a range of trust matters of varying complexity, committed to delivering outstanding client service and focused on proactively managing files to their conclusion.
Key Responsibilities
* Progress client files through liaison with key stakeholders, ensuring completion of all relevant documents and adherence to compliance requirements.
* Handle IHT, CGT and Income Tax relevant to the management of trusts.
* Registration of trusts, preparation of Trust Accounts and Estate Tax Returns.
* Relevant steps in the investment of trust money and liquidation of trust assets.
* Managing and supporting the wider Trusts team.
Requirements
* Experienced in handling a range of Trust matters, including IHT, CGT and Income Tax matters.
* Previous experience in a legal (or professional services) environment preferable.
* An effective people manager and team player.
* Adept at solving problems.
* Excellent communication and attention to detail skills.
* Computer literacy and knowledge of Microsoft Office.
Salary & Benefits
* 25 days’ holiday rising to 26 (plus additional days at Christmas 2025 and statutory Bank Holidays)
* Employee Assistance programme and wellbeing services – 24/7 helpline facility
* Discounted legal fees for staff and family members
* Death in service provision
* Auto enrolment in our Company Pension
Other reasons to join us
* We offer a rewarding career of quality work alongside a commitment to your development. It’s a fantastic environment in which people grow!
* A supportive ‘people first’ culture, driven by wellbeing and work/life balance (it's a 35-hour week)… over 90% of our people responded in our most recent engagement survey that it’s a great place to work and they’re proud to work here.
* Committed to inclusion and our local communities, we aim to employ a diverse section of the community whilst our work for good causes continues to flourish. Many of our people are actively involved in CSR, Sports & Social and Health & Wellbeing groups.
For more information on what it’s like to work at mfg, please visit our recruitment page or email [emailprotected] to arrange a confidential call to discuss this opportunity further.
Agencies please note – we have an agreed Agency PSL in place.
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