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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.Â
The RoleÂ
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’ workplaceÂ
- 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.Â
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