Job Description

Salary up to 55,000 DOE

Well-established regional firm

Supportive environment with opportunities for career development

People-first culture that prioritises work/life balance

We are working with an established regional law firm with a strong reputation for delivering high-quality legal services. The firm is known for its supportive work culture, commitment to employee development, and long-term career growth opportunities. Their Private Client Division is one of the largest in the region, providing comprehensive legal services across multiple Midlands locations.

As a Trusts Manager, you will be a key member of the Private Client team, working alongside the Divisional Head and a team of experienced professionals. You will manage a diverse range of trust matters, ensuring high standards of client service and compliance throughout. This role offers the opportunity to lead on complex cases and support the growth and development of the Trusts team.

Responsibilities include:

Progress client files, liaising with key stakeholders to complete all relevant documentation and meet compliance standards.

Manage IHT, CGT, and Income Tax issues related to trusts.

Handle trust registrations, Trust Accounts, and Estate Tax Returns.

Oversee the investment of trust money and the liquidation of trust assets.

Lead and support the Trusts team to ensure effective workflow and client satisfaction.

What we need from you:

Proven experience in handling a range of Trust matters, including IHT, CGT, and Income Tax.

Previous experience in a legal or professional services environment is preferred.

Effective team management skills with the ability to mentor and support colleagues.

Excellent problem-solving abilities and attention to detail.

Strong communication skills, both written and verbal.

Proficient in Microsoft Office and general computer literacy.

The Perks:

Up to 55,000 DOE

25 days' holiday, rising to 26, plus 4 additional days at Christmas and all statutory Bank Holidays

Healthcare benefit scheme

Employee Assistance Programme - 24/7 helpline and wellbeing support

Discounted legal fees for staff and family members

Death in service provision

Company Pension Scheme

Annual colleague event

If you're interested, then hit that apply button or reach out to Niamh Nolan directly on Niamh.nolan@oculuslegalgroup.com

Job Types: Full-time, Permanent

Pay: 45,000.00-55,000.00 per year

Benefits:

Additional leave Company events Company pension Employee discount On-site parking Referral programme Sick pay Work from home
Schedule:

Monday to Friday
Work Location: In person

Reference ID: 090909