Trust Manager

G2 Legal Limited; Kidderminster; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading regional law firm is seeking a Trusts Manager to manage a team and handle various trust matters. Ideal candidates should have experience in trust and estate management, strong tax knowledge, and proven leadership skills. This role offers a competitive salary, comprehensive healthcare, and a supportive work culture.

Benefits

25 days’ holiday, increasing to 26 days

Comprehensive healthcare benefit scheme

Employee Assistance Programme

Discounted legal fees for employees

Life assurance benefit

Company Pension Scheme

Annual staff celebration event

Qualifications

• Proven experience managing trust and estate matters.
• Strong knowledge of IHT, CGT, and Income Tax.

Responsibilities

• Managing a varied caseload of trust matters.
• Handling Inheritance Tax and preparing Trust Accounts.
• Leading and mentoring colleagues within the Trusts team.

Skills

Problem-solving

Communication

Attention to detail

Leadership

IT proficiency

Education

Qualified Solicitor or ACA/AAT qualified

Tools

Microsoft Office

Job 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 thelargest 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.

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