Trust Manager

G2 Legal Limited; Dundee; Hybrid; GBP 65,000 - 85,000; Full time

Benefits offered by this job

39 days annual leave

Hybrid working

Private medical insurance

Pension

Life assurance

High-quality trust work

Training and accreditations

Job summary

G2 Legal Limited seeks a Trust Manager in Dundee to lead a portfolio of trusts, handling administration, compliance, tax advice and accounts. You’ll advise on setting up and winding up trusts and act as the main client contact, coordinating trustee meetings and liaising with intermediaries to deliver a joined-up service.

You will mentor junior colleagues and contribute ideas to enhance the firm’s trust services, with a collaborative, growth-focused environment.

Qualifications

• Experience managing trusts, including complex or high-value portfolios.
• Sound knowledge of trust law and taxation (Income Tax, IHT and CGT).
• Clear communicator with a calm, considered approach.
• Ownership of a varied workload with excellent attention to detail.
• Holds or is working towards STEP or ATT qualification (desirable).

Responsibilities

• Run your own portfolio of trusts, leading on administration, compliance, tax advice and accounts.
• Advise on setting up and winding up trusts.
• Act as a key contact for clients and beneficiaries; conduct trustee meetings; work with intermediaries to deliver a joined-up service.
• Mentor junior colleagues and contribute ideas to improve the firm's trust services.

Skills

Trust management

Trust law

Taxation

Communication

Attention to detail

STEP/ATT desirable

Job description

Trust Manager - Dundee

Joining a leading Scottish law firm in Dundee, you'll take the lead on a portfolio of complex and high-value trusts within its Trust Advisory and Compliance team. This senior role combines technical expertise, client relationships and the development of junior colleagues.

With a growing presence across Scotland and an ambitious Private Client team, the firm offers real scope to make your mark and build a long-term career.

What's on offer?

• Competitive salary
• 39 days' annual leave (including public holidays)
• Hybrid working
• Private medical insurance, pension and life assurance
• High-quality charitable and private family trust work
• Training, accreditations and clear career development

The role

You'll run your own portfolio of trusts, leading on administration, compliance, tax advice and accounts, as well as advising on setting up and winding up trusts.

You'll be a key point of contact for clients and beneficiaries, conducting trustee meetings and working with intermediaries to deliver a joined-up service. You'll also mentor junior colleagues and contribute ideas to improve the firm's trust services.

About you

This role would suit a Trust Manager who:

• Has experience managing trusts, ideally including complex or high-value portfolios
• Has sound knowledge of trust law and taxation, including Income Tax, IHT and CGT
• Is a clear communicator with a calm, considered approach
• Takes ownership of a varied workload with excellent attention to detail
• Holds, or is working towards, STEP or ATT qualification (desirable, not essential)

The environment

This is a collaborative firm that values knowledge sharing, professional development and inclusion. You'll work alongside experienced Private Client lawyers on interesting, high-quality work, with the backing to progress.

If you're a Trust Manager weighing up your next move, we'd welcome a confidential conversation.