Trust Manager

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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