Trust Manager

G2 Legal Limited; West Midlands; On-site; GBP 52,000 - 72,000; Full time

Benefits offered by this job

Hybrid working

Life assurance

Discounted legal fees

Buy extra annual leave

Volunteer opportunities

Healthcare benefits

Job summary

G2 Legal Limited in Birmingham is seeking a Trust Manager to join its Trusts, Estates and Tax team. You will manage the accounting, taxation and administration needs of a portfolio of trusts and estates, working closely with solicitors and clients to ensure accurate, compliant administration.

The role suits someone with trust accounting and private client tax experience who can balance technical work with strong relationship skills, acting as a trusted contact for trustees, executors and

Qualifications

• Experience in trust accounting and trust administration within a professional services or legal environment.
• Strong knowledge of Income Tax, Capital Gains Tax and Inheritance Tax as they apply to trusts and estates.
• Experience preparing trust accounts and SA900 returns.
• Excellent numerical and analytical skills.

Responsibilities

• Managing the accounting, taxation and administration requirements of a portfolio of trusts and estates.
• Work closely with solicitors and clients to ensure accurate, efficient administration.
• Take ownership of day-to-day matters and ensure compliance with regulatory and tax requirements.
• Serve as a trusted point of contact for trustees, executors and professional advisers.

Skills

Trust accounting

Trust administration

Private client tax

Income Tax knowledge

Capital Gains Tax knowledge

Inheritance Tax knowledge

SA900 preparation

Numerical skills

Analytical skills

Job description

Trust Manager – Birmingham

Are you a experienced in Trust Tax and Estates and seeking a new role working within a reputable leading Legall 500 law firm in Birmingham.

Our client is now looking for a Trust Manager to join its Trusts, Estates and Tax team that advises individuals, families and business owners across a broad range of personal tax and succession matters.

Alongside the firm’s work in wills, Inheritance Tax planning and personal taxation, the team provides a comprehensive service in the administration and management of estates and trusts, supporting trustees, executors and beneficiaries throughout. The new Trust Manager will play an important role in the continued delivery of this service.

The opportunity

This is a varied role with responsibility for managing the accounting, taxation and administration requirements of a portfolio of trusts and estates.

You will work closely with solicitors within the team and clients, taking ownership of day‑to‑day matters and ensuring that trusts are administered accurately, efficiently and in line with the relevant regulatory and tax requirements.

The role would suit someone who enjoys technical work but also values the relationship side of trust management and is comfortable acting as a trusted point of contact for trustees, beneficiaries and professional advisers.

About you

Our client is looking for someone with previous experience in trust accounting, trust administration and/or private client tax who can take ownership of their work and manage competing priorities effectively.

Ideally you will bring:

• Experience of working with trusts and estates within a professional services or legal environment


• Strong knowledge of Income Tax, Capital Gains Tax and Inheritance Tax as they apply to trusts and estates


• Experience preparing trust accounts and SA900 returns


• Excellent numerical and analytical skills

Why apply?

This is an opportunity to join an established Midlands law firm where trust and estate work forms an important part of the service we provide to our clients.

You will have the opportunity to work alongside experienced solicitors and play a key role in supporting individuals, families, trustees and business owners with their trust and estate affairs.

The firm offers an array of benefits to include hybrid working, life assurance, discounted legal fees, ability to buy more annual leave, volunteering opportunities along with many healthcare benefits.

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