Trust Manager

Are you a detail-oriented Trust Manager with a strong background in trust administration and tax? A respected employee-owned law firm in Warwickshire is looking to appoint a skilled Trust Manager to support their highly regarded Private Client team.

About the Firm
, This Legal 500 firm offers a unique and inclusive environment where every employee has a voice.
, The firm values work-life balance, personal development, and maintaining a friendly, supportive culture.
, As one of the largest Private Client teams in the region, they offer the feel of a close-knit team with the resources of a leading practice.

Job Role
As a Trust Manager, you will work closely with solicitors and financial professionals to provide high-level trust administration and tax support to a diverse client base, including high-net-worth individuals and families.

Key Responsibilities
, Managing a portfolio of trusts, including discretionary, life interest, and charitable trusts
, Preparing annual trust accounts and tax returns
, Liaising with trustees, beneficiaries, and HMRC
, Ensuring ongoing compliance with trust and tax legislation
, Supporting fee earners with technical trust and estate planning advice
, Assisting in the training and mentoring of junior team members

Job Requirements
, Minimum 3 years' experience in a dedicated trust management role
, Strong knowledge of trust taxation and relevant legislation
, ATT or STEP qualification (or working towards) desirable
, Excellent attention to detail and organisational skills
, Strong interpersonal and communication abilities
, Ability to work independently and as part of a wider team

What's on Offer
, Competitive salary & comprehensive benefits package
, Hybrid working model after initial training
, Access to private healthcare, life assurance, and enhanced pension
, Employee ownership structure offering a say in firm strategy and culture
, A supportive team environment focused on excellence and growth

If you would be interested in knowing more about this Warwickshire based Trust Manager role, please contact Jenny Vickerstaff on 0161 831 8666 or email jenny.vickerstaff@saccomann.com