Trust Manager
- Kidderminster, Worcestershire
- Permanent
- Full-time
- 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
- 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
- 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
- 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
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