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Trust Manager

Trust Manager

Premier GroupKidderminster, England, United Kingdom
2 days ago
Job description

Trusts Manager

Location : Kidderminster

Hours : Full Time

Term : Permanent

I am working with a well-established professional services firm that is looking to add an experienced Trusts Manager to its growing team. Known for delivering high-quality work and fostering a supportive culture, this firm offers an excellent opportunity for the right candidate to progress their career in a respected and forward-thinking environment.

The Role :

As a Trusts Manager , you will be part of a dedicated team, working alongside experienced professionals within a wider Private Client division . This role is well-suited to someone with a strong background in trust matters , excellent technical knowledge, and a passion for delivering outstanding client service.

Key Responsibilities :

  • Managing a caseload of trust matters of varying complexity, ensuring compliance and best practice.
  • Handling IHT, CGT, and Income Tax in relation to trust management.
  • Overseeing the registration of trusts , preparation of Trust Accounts and Estate Tax Returns .
  • Assisting in the investment of trust funds and liquidation of trust assets .
  • Supporting and mentoring colleagues within the Trusts Team to ensure smooth operations and ongoing development.

What They Are Looking For :

  • Experience handling Trust matters , including tax-related aspects ( IHT, CGT, and Income Tax ).
  • Background in a legal or professional services environment (preferred).
  • Strong leadership and team management skills .
  • Excellent problem-solving abilities and keen attention to detail.
  • Strong IT skills , with proficiency in Microsoft Office .
  • A qualified solicitor, ACA, or AAT (preferred but not essential).

    • What’s on Offer :

  • Competitive salary based on experience.
  • 25 days’ holiday , increasing with service (plus additional leave over Christmas and Bank Holidays).
  • Healthcare benefits and an Employee Assistance Programme .
  • Pension scheme and discounted services .
  • Annual company-wide events and ongoing career development opportunities .

    • Why Join?

  • A firm that values work-life balance with a 35-hour workweek .
  • A collaborative and supportive working environment.
  • Exposure to high-value, complex client work .
  • Opportunities for long-term career growth in a respected organisation.

    • This is a fantastic opportunity for a Trusts Manager looking to take the next step in their career within a well-established and growing firm. If this sounds like the right role for you, apply today, and I’ll be in touch to discuss further!