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Trust manager

Kidderminster
G2 Legal Limited
Manager
Posted: 8 July
Offer description

Trusts Manager A Leading Regional Law Firm is seeking to recruit a Trusts Manager to manage a small team and undertake a varied caseload of Trust matters. The Role As a Trust Manager within this team you’ll play a key role in the largest legal division within the firm. Your core duties will include: Managing a varied caseload of trust matters, ensuring compliance and timely progression Handling Inheritance Tax (IHT), Capital Gains Tax (CGT), and Income Tax associated with trust administration Registering trusts, preparing Trust Accounts and Estate Tax Returns Supporting the investment of trust funds and the liquidation of trust assets Leading and mentoring colleagues within the Trusts team To Be Considered: Proven experience managing a broad range of trust and estate matters Strong knowledge of IHT, CGT, and Income Tax in relation to trusts Experience in a legal or professional services environment is desirable Excellent problem-solving, communication, and attention to detail skills Confident team leader and collaborator IT proficient – especially in Microsoft Office Preferably a qualified solicitor, ACA, or AAT qualified Why Join? Competitive salary package 25 days’ holiday, increasing to 26 days, plus 4 additional days at Christmas 2025 and all statutory bank holidays Comprehensive healthcare benefit scheme 24/7 Employee Assistance Programme and wellbeing support Discounted legal fees for employees and close family Life assurance (death in service) benefit Auto-enrolment into our Company Pension Scheme Invitations to our annual staff celebration event A Culture That Cares This firm believes in a true ‘people first’ workplace Its 35-hour work week supports a healthy work/life balance Committed to diversity, inclusion, and giving back through CSR and community engagement Join active internal groups focused on wellbeing, social activities and community initiatives Ready to Advance Your Legal Career? If you're a Trusts professional looking to grow your career in a collaborative and rewarding environment, please contact Rebecca Healey at G2 Legal Recruitment or apply online. INDMADN

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