Trust Manager - Hybrid Role (Trusts, Estates & Tax)

G2legal; Birmingham; Hybrid; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Hybrid working

Life assurance

Discounted legal fees

Buy more annual leave

Volunteering opportunities

Healthcare benefits

Job summary

G2legal is representing a leading Midlands law firm in Birmingham seeking a Trust Manager to oversee accounting, taxation and administration for client trusts and estates. The role focuses on accurate administration, regulatory compliance and strong client relations in a confidential, professional setting.

You will work closely with solicitors and clients, managing day-to-day trust matters while handling income tax, CGT and IHT considerations.

Qualifications

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

Responsibilities

• Manage accounting, taxation and administration for a portfolio of trusts and estates.
• Collaborate with solicitors and clients, taking ownership of day-to-day matters.
• Ensure trusts are administered accurately and in line with regulatory and tax requirements.
• Act as a trusted contact for trustees, beneficiaries and professional advisers.

Skills

Trust accounting

Trust administration

Private client tax

Numerical analysis

Client relationship management

Job description

G2legal is representing a leading Midlands law firm in Birmingham seeking a Trust Manager to oversee accounting, taxation and administration for client trusts and estates. The role focuses on accurate administration, regulatory compliance and strong client relations in a confidential, professional setting.

You will work closely with solicitors and clients, managing day-to-day trust matters while handling income tax, CGT and IHT considerations.