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- Tasks: Manage trusts, handle tax matters, and support a dynamic team.
- Company: Join a reputable regional law firm known for its exceptional people and client service.
- Benefits: Enjoy 25+ days holiday, healthcare benefits, and a supportive work culture.
- Why this job: Be part of a thriving team focused on personal development and community impact.
- Qualifications: Experience in trust matters and a legal environment preferred; team player with computer skills.
- Other info: Flexible 35-hour work week with a strong emphasis on wellbeing and work/life balance.
The predicted salary is between 36000 - 60000 £ per year.
You’ll be joining a regional law firm that enjoys a strong reputation, recognised in the legal 500 which is 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.
As Trusts Manager, you will work alongside Divisional Head, Valerie Robinson 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.
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.
- 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.
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. Computer literacy and knowledge of Microsoft Office.
Competitive salary, ~25 days’ holiday rising to 26 (plus 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.
We offer a rewarding career of quality work alongside a commitment to your development. 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.
Contact Detail:
mfg Solicitors LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Executive
✨Tip Number 1
Familiarise yourself with the specific trust matters mentioned in the job description, such as IHT, CGT, and Income Tax. Being able to discuss these topics confidently during your interview will demonstrate your expertise and commitment to the role.
✨Tip Number 2
Research the firm’s reputation and values, especially their commitment to client service and community involvement. This knowledge will help you align your answers with their culture and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Prepare examples from your previous experience where you successfully managed a team or handled complex trust matters. Highlighting your people management skills will be crucial, as they are looking for an effective team player.
✨Tip Number 4
Network with current or former employees of the firm if possible. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the interview process.
We think you need these skills to ace Private Client Tax Executive
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Private Client Tax Executive position. Make sure you understand the key responsibilities, such as handling IHT, CGT, and Income Tax matters, as well as managing a team.
Tailor Your CV: Customise your CV to highlight relevant experience in trust matters and any previous roles in legal or professional services environments. Emphasise your skills in client service and file management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention specific experiences that demonstrate your ability to manage trusts and lead a team effectively.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise to make a strong impression.
How to prepare for a job interview at mfg Solicitors LLP
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts, especially IHT, CGT, and Income Tax. Be prepared to discuss specific cases or scenarios where you've successfully managed these matters, as this will demonstrate your expertise and commitment to delivering outstanding client service.
✨Showcase Your People Management Skills
As a Trusts Manager, you'll be leading a team. Think of examples from your past experiences where you've effectively managed or supported colleagues. Highlight your ability to foster a collaborative environment and how you can contribute to the wider Trusts team.
✨Demonstrate Your Client-Centric Approach
The firm values outstanding client service, so be ready to share instances where you've gone above and beyond for clients. Discuss how you proactively manage files and ensure that clients feel supported throughout the process.
✨Emphasise Your Commitment to Development
The firm is dedicated to employee development, so express your eagerness to grow within the role. Talk about any relevant training or professional development you've pursued in the past and how you plan to continue enhancing your skills in the future.
