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 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’ 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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