Trusts Manager - Locum

Trust Manager 3+ PQE, Private Client Division, c£45.00 per hour, Worcestershire. Calling all Private Client Locums with experience in Trusts for this exceptional locum role. Immediate start and on-going for the forceable future. As Trusts Manager, you will work alongside the Divisional Head and a Trusts team of three colleagues, forming part of the wider Private Client team of 20 people. High quality work, working in a fantastic environment, supportive ‘people first’ culture, driven by wellbeing and work/life balance (it's a 35-hour week)… over 90% of the firms’ staff responded in the most recent engagement survey that it’s a great place to work and they’re proud to work at the firm. There is so much more to tell you about this exciting locum opportunity, so call me and we can discuss in further detail. Call or email Job Ref: 9691

TRUST MANAGER/PRIVATE CLIENT:
Private Client is the firm largest division, operating from six Midlands offices. The Partners are looking for someone with experience in a range of trust matters of varying complexity, committed to delivering outstanding client service and focused on proactively managing files to their conclusion. Key responsibilities will include, progressing client files through liaison with key stakeholders, ensuring completion of all relevant documents and adherence to compliance requirements. • Handle IHT, CGT and Income Tax relevant to the management of trusts. Registration of trusts, preparation of Trust Accounts and Estate Tax Returns. Relevant steps in the investment of trust money and liquidation of trust assets. Managing and supporting the wider Trusts team.

You must have previous experience in a legal (or professional services) environment preferable. An effective people manager and team player, adept at solving problems, excellent communication and attention to detail skills.

You will benefit from 25 days’ holiday rising to 26 (plus four additional days at Christmas 2025 and statutory Bank Holidays). Healthcare benefit scheme, employee assistance programme and wellbeing services. Discounted legal fees for staff and family members, death in service provision, auto enrolment in our Company Pension and annual colleague event Other reasons to join us.

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