Role: Trusts and Estates Executive
Location: Kidderminster
Hours: Full Time
Term: Permanent
Why join mfg?
You’ll be joining a regional law firm that enjoys a strong reputation, recognised in the
Legal 500 and Chambers Guide, made possible by our exceptional people. We want to
help you 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 Private Client Team
Comprising 21 fee earners and 18 support staff, the team is led by Partner and Team
Head, Valerie Robinson with whom you will work closely alongside other partners
and colleagues. You will be based at the Kidderminster office, with the wider team
working from Birmingham, Bromsgrove, Worcester, Telford and Ludlow offices.
The Role
To support the administration and compliance management of UK trusts, ensuring that
statutory obligations, HMRC reporting requirements and regulatory standards are met
accurately and on time. The role supports trustees and senior colleagues by
maintaining compliant trust records, monitoring deadlines and assisting with trust
administration and tax‑related processes.
The role is suitable for an individual from either an accountancy or legal background,
who understands the fundamentals of UK trusts and their statutory obligations, and
who wishes to continue developing their technical knowledge within a well‑supported
environment.
Key requirements
You will have experience within a private client, trust, tax or legal environment. In
addition, you will have a basic understanding of UK trusts and HMRC trust processes.
Day to day, you’ll be successful in this role by…
- a commitment to outstanding client care.
- maintaining strong working relationships with internal and external stakeholders.
- adhering to and implementing Law Society and firm guidelines and regulations.
- following regulatory and best practices in accordance with GDPR and Solicitors
accounts rules.
- maintaining and updating records regarding trust compliance and regulation.
- assisting with HMRC preparation, forms and tax support.
- supporting the administration of trusts.
Salary & Benefits:
- 22 to 25 days’ holiday on a full-time basis (plus additional days at Christmas and
statutory Bank Holidays)
- Healthcare benefit scheme
