Job Description

Role: Trusts Manager (Private Client Division)

Location:

Kidderminster Office

Hours:

Full Time (35 hours per week)

Term:

Permanent

About mfg

You'll be joining a regional law firm that enjoys a strong reputation, made possible by our exceptional people. We want to help you to reach your full potential, love the work you do and deliver the best results for your clients. It's our goal to make you feel great about working with us, and we work hard to cultivate a culture that makes it easy for you to stay with us for many years.

The Trusts Team

As Trusts Manager, you will work alongside Divisional Head Giles Scott and a Trusts team of three colleagues, forming part of our wider Private Client team of 20 people, at our Kidderminster office. Private Client is our largest division, operating from mfg's six Midlands offices.

Day to day, you'll be successful in this role by...

We're 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

Progress 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.

Requirements

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

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.

Computer literacy and knowledge of Microsoft Office. Preference for a qualified solicitor or someone with ACA or AAT

Salary & Benefits

Competitive salary

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 - 24/7 helpline facility

Discounted legal fees for staff and family members

Death in service provision

Auto enrolment in our Company Pension

Annual colleague event

Other reasons to join us

We offer a rewarding career of quality work alongside a commitment to your development. It's a fantastic environment in which people grow!

A supportive 'people first' culture, driven by wellbeing and work/life balance (it's a 35-hour week)... over 90% of our people responded in our most recent engagement survey that it's a great place to work and they're proud to work here.

Committed to inclusion and our local communities, we aim to employ a diverse section of the community whilst our work for good causes continues to flourish. Many of our people are actively involved in CSR, Sports & Social and Health & Wellbeing groups.

For more information on what it's like to work at mfg, please visit our recruitment page or email recruitment@mfgsolicitors.com to arrange a confidential call to discuss this opportunity further.

Agencies please note

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we have an agreed Agency PSL in place.

#mfgsolicitorsllp

#thelawfirmforlife

#lifeatmfg

Job Types: Full-time, Permanent

Benefits:

Bereavement leave Company pension Employee discount Enhanced maternity leave Enhanced paternity leave Health & wellbeing programme Life insurance On-site parking Referral programme Sick pay
Schedule:

Monday to Friday
Experience:

accounts: 1 year (preferred)
Work Location: In person