At a Glance
- Tasks: Manage a portfolio of trusts and estates, overseeing administration and tax requirements.
- Company: Reputable law firm with a strong Midlands presence and collaborative culture.
- Benefits: Competitive salary up to £55,000 and opportunities for professional development.
- Other info: Supportive team environment with excellent career growth potential.
- Why this job: Take ownership of client relationships and work on diverse trust and estate matters.
- Qualifications: Experience in trust administration or accounting, with strong analytical skills.
The predicted salary is between 51750 - 63250 £ per year.
I’m currently working with a well-established and highly regarded law firm with a strong presence across the Midlands, who are looking to appoint an experienced Trust Manager to join their Trusts, Estates & Tax team in Birmingham. The team works with individuals, families and business owners on a wide range of trust, estate and tax matters, providing ongoing support with the administration and management of trusts and estates. This is a great opportunity for someone with a strong background in trust administration or trust accounting who is looking for a varied position with plenty of responsibility and regular client interaction.
The Role: You’ll take responsibility for a portfolio of trusts and estates, overseeing the accounting, tax and administration requirements while working closely with solicitors, trustees, beneficiaries and external advisers. The role offers a good balance of technical work and relationship management, with the opportunity to become a key point of contact for clients and take ownership of your workload.
What you'll be doing:
- Managing a portfolio of trusts and estates and overseeing their ongoing administration
- Preparing and reviewing annual trust and estate accounts
- Completing and submitting SA900 Trust and Estate Tax Returns
- Preparing R185 certificates and carrying out tax pool calculations
- Assisting with Capital Gains Tax calculations and relevant property CGT returns
- Supporting Inheritance Tax compliance, including IHT100s and supporting schedules
- Dealing with 10-year anniversary and exit charge calculations
- Monitoring trust distributions, transactions, loans and changes in assets
- Reviewing and reconciling investment portfolios
- Maintaining accurate records, including deeds, minutes and resolutions
- Ensuring Trust Registration Service information is accurate and up to date
- Managing key tax and compliance deadlines
- Corresponding with HMRC and dealing with queries where required
- Liaising with investment managers, accountants, brokers, property agents and other professional advisers
- Assisting with the setup and onboarding of new trust and estate matters
- Acting as a trusted contact for trustees, executors and beneficiaries
- Providing technical support to solicitors and the wider team
- Identifying opportunities to improve processes and systems
- Supporting and sharing knowledge with more junior members of the team
About you:
- Previous experience within trust administration, trust accounting or private client tax
- Experience working with trusts and estates within a legal or professional services environment
- Good understanding of Income Tax, Capital Gains Tax and Inheritance Tax in relation to trusts and estates
- Experience with trust accounts and SA900 tax returns
- Strong numerical and analytical ability
- Confident using Excel and working with financial information
- Highly organised with excellent attention to detail
- Comfortable working independently and managing multiple deadlines
- Strong communication skills, both written and verbal
- Able to explain technical information clearly and confidently
- Client-focused with a natural ability to build strong professional relationships
What's on Offer?
- The opportunity to join a well-established Midlands law firm
- A varied role with responsibility for your own portfolio
- Exposure to a broad range of trust, estate and tax matters
- The opportunity to work closely with experienced private client solicitors
- Regular contact with trustees, beneficiaries and professional advisers
- A supportive and collaborative team environment
- The opportunity to further develop your technical knowledge and take ownership of client relationships
Why Apply? This is a fantastic opportunity for an experienced Trust Manager, Trust Accountant or Trust Administrator who is ready to take the next step in their career and have genuine responsibility for their own work and client relationships. If you have a strong technical understanding of trusts and estates and enjoy combining detailed technical work with client contact, I’d be keen to hear from you. Please get in contact with me directly for a confidential chat!
Trust Manager in Birmingham employer: Oculus Legal Group Careers
Join a leading Legal 500-ranked law firm in Reading, where you will thrive in a supportive and progressive environment that values ambition and client focus. With competitive salaries, bonuses, and hybrid working options, this role offers not only the chance to work on high-value clinical negligence cases alongside recognised specialists but also ample opportunities for professional growth and development. Experience a collaborative culture that encourages autonomy while building strong client relationships and contributing to meaningful outcomes.
Contact Details:
Oculus Legal Group Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager in Birmingham
✨Get Involved in Law Societies
Join local law societies and attend their events – they're often a goldmine for networking and job opportunities in the legal field. Plus, it’s a great way to meet other budding lawyers and experienced solicitors who could provide vital insights and connections.
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✨Attend Career Fairs and Workshops
Look out for career fairs and workshops specifically focused on law. Many law firms, including Oculus Legal Group Careers, will be scouting for fresh talent, so bring your A-game and don’t shy away from making a memorable impression.
✨Leverage Your University’s Career Services
If you’re still in university or have recently graduated, latch onto your career services! They often have connections with law firms looking for graduates and can guide you through the application process tailored for the legal sector.
We think you need these skills to ace Trust Manager in Birmingham
Some tips for your application 🫡
Highlight Your Legal Knowledge:When applying for a full-time role in legal services at Oculus Legal Group Careers, make sure to demonstrate your understanding of key legal principles and areas of law relevant to the position. Include any specific coursework, modules, or certifications, like LPC or BPTC qualifications, that showcase your legal expertise directly on your CV.
Showcase Your Research Skills:In the legal field, strong research skills are crucial. Use your application to illustrate how you've utilised these skills in past studies or work experiences – whether that's through past internships or significant projects. Mention any legal databases or tools you’re proficient in, as this can give you an edge.
Tailor That Cover Letter!:Your cover letter is your chance to shine! Make it personal by expressing your genuine interest in Oculus Legal Group Careers and the specific role of Trust Manager. Talk about why you want to be part of their team, how your unique experiences align with their values, and why you’re passionate about the legal sector.
Stay Formal but Friendly:While we all know the legal world can be pretty formal, don’t be afraid to let a bit of personality shine through in your written application. Use a respectful tone, but feel free to inject a little warmth; this approach can help you stand out and show you're a great fit for Oculus Legal Group Careers’s culture!
How to prepare for a job interview at Oculus Legal Group Careers
✨Know Your Legal Principles
Brush up on foundational legal principles relevant to the specific area of law you’re applying for, whether it’s corporate, criminal, or family law. We might get asked situational questions to test your knowledge, so being articulate about key concepts will make you stand out.
✨Be Ready for Case Studies
Full-time legal roles often involve case studies during interviews. Prepare to analyse a hypothetical case and discuss your approach to it. Practising this with a peer or mentor can help us refine our reasoning and articulate a solid legal argument.
✨Show Off Your Research Skills
As legal professionals, strong research skills are a must. Have examples ready of how you've effectively used legal databases or conducted thorough legal research in your past experiences. It's a great way to demonstrate your readiness for the role at Oculus Legal Group Careers.
✨Exude Professionalism and Confidence
In the legal field, professionalism is key. During the interview, we should maintain good eye contact and communicate clearly to show that we’re not just knowledgeable, but also confident. This can make a positive impression on your potential colleagues at Oculus Legal Group Careers.
