The Rebels of Accountancy ⚡ B Corp Certified | Top 30 Best Companies to Work For | #1 Accountancy Firm to Work For
Senior Private Client Compliance Manager – Trust Specialist
Location
United Kingdom
Posted
113 days ago
Salary
0
Seniority
Senior
Job Description
Senior Private Client Compliance Manager – Trust Specialist
Cooper Parry
• You'll take ownership of a diverse portfolio of trusts and estates, acting as the trusted adviser and primary point of contact for clients, trustees and professional intermediaries. • Manage a portfolio of UK trusts and estates, delivering a first-class client experience. • Review and oversee trust tax returns and annual compliance obligations. • Review trust accounts and ensure all reporting requirements are met accurately and efficiently. • Support Partners and Directors on trust planning, inheritance tax planning and wider private client advisory projects. • Manage trust account administration. • Build and nurture strong relationships with clients and third-party advisers. • Coach, mentor and develop junior team members, helping them grow their technical and commercial skills. • Identify opportunities to add value and deliver proactive advice that makes a genuine difference to clients.
Job Requirements
- Have significant experience managing trusts, estates and related tax matters.
- Strong knowledge of trust taxation, inheritance tax and estate administration.
- Experience reviewing trust accounts and managing annual trust compliance processes.
- Excellent client relationship management skills and the confidence to act as a trusted adviser.
- The ability to lead, coach and develop more junior team members.
- CTA, STEP or equivalent qualification/experience
Benefits
- A flexible approach to work - balancing working from home, in office or with clients
- A generous holiday entitlement
- An enhanced parental leave policy
- An enhanced pension scheme
- No dress code – just “wear something!”
- A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
- Volunteering opportunities to work closer with local communities and charities
- Cooper Parry social/sports clubs
Related Guides
Related Categories
Related Job Pages
More Compliance Jobs
• Collaborate with the Director of Health System Strategy and cross-functional VytlOne teams to assess regulatory developments and their implications. • Support Regional Vice Presidents and onsite VytlOne teams in managing and optimizing client 340B programs. • Communicate regulatory and strategic impacts to internal and external stakeholders, including Executive Leadership Teams, through clear and actionable insights. • Partner closely with analytics teams to define business requirements, interpret scenario‑based models, and apply insights to executive decision‑making (hands‑on technical execution not required but valued). • Design and recommend mitigation or optimization strategies to promote compliance while delivering on commercial opportunities. • Lead the development of client‑ready deliverables, guiding teams from problem definition through synthesis, storytelling, and final executive presentation, while maintaining consistency with strategic objectives and regulatory landscape. • Create high-quality executive-ready presentations for leadership meetings, client discussions, webinars, and industry conferences. • Monitor federal and state healthcare policy trends including 340B, IRA, and Medicaid developments. • Lead and manage a team of remote employees while providing dotted-line support and guidance to onsite VytlOne team members to promote alignment, performance, and consistent execution. • Promote and ensure compliance with VytlOne Business Code of Conduct, as well as other company policies and procedure.
Principal, PBM Business and Regulatory Strategy
Navitus Health SolutionsWe are committed to helping humans by making medications more affordable for the people who need them.
• Drive cross‑functional operational requirements and implementation (scope, milestones, owners, dependencies, and success criteria) spanning Product, Operations, Technology, and Customer Success. • Coordinating complex pharmacy benefits relationships through operational and contract understanding, inter-entity dynamics, and reimbursement structures and strategies. • Facilitate solution design to reflect regulatory intent and operational practicality. • Manage traceability from requirement to control to process/tech change to evidence. • Define/validate preventive & detective controls; align with policies, standards, and procedures. • Establish accompanying fit‑for‑purpose evidence models (reports, dashboards, logs, audit trails) and/or testing protocols to demonstrate ongoing adherence to regulatory requirements. • Ensure policies, procedures, desk‑level work instructions, and training are updated prior to effective dates. • Coordinate change readiness and adoption with affected teams including recommending content relevant to client impact and experience. • Exercise authority to gate/hold releases when regulatory or control gaps create material risk, escalating through leadership as needed. • Sign‑off authority on control adequacy and evidence sufficiency for go‑live operational readiness. • Monitor reduction in post‑go‑live defects and implement root cause analysis or defect remediation plans supportive of the regulatory environment. • Other duties as assigned.
Senior Analyst, UM Regulatory Operations
Oscar Health InsuranceOperating on the belief that healthcare is broken, Oscar Health Insurance is on a mission to reinvent and humanize the industry by combining technology, design,
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description You will support the design, optimization, and implementation of processes and improvements to operations in support of achieving organizational goals. You will be responsible to support implementations for regulatory requirements, compliance initiatives, UM audits, and other projects, as needed. You will report into the Senior Manager, UM Regulatory Operations. Work Location: - This is a remote position, open to candidates who reside in: Dallas, Texas. - You will be fully remote; however, our approach to work may adapt over time. - Future models could potentially involve a hybrid presence at the hub office associated with your metro area. Pay Transparency: - The base pay for this role is: $67,813 - $89,004 per year. - You are also eligible for employee benefits, participation in Oscar's unlimited vacation program, and annual performance bonuses. Responsibilities - Coordinate projects and processes to help support key regulatory and compliance milestones and deliverables - Partner with leadership to implement regulations, support key state filings, and other projects - Partner with cross-functional teams to ensure action plans and process improvements align with project goals, and participate in collaboration with peers and cross-functional stakeholders - Support audit exams (NCQA, MHPAEA, State) - Help identify risks; respond to and resolve compliance gaps through regulatory implementation and in response to audits and Corrective Action Plans - Compliance with all applicable laws and regulations - Other duties as assigned Requirements - 1+ years of professional experience in utilization management, healthcare operations and/or compliance, or a related field - 1+ years of experience in Adobe Acrobat, and Google Suite or Microsoft Office (Sheets/Excel, Docs/Word, Slides/Powerpoint, etc) - 1+ years of experience in process improvement, healthcare policy implementation - 1+ years of experience with interdepartmental collaboration with stakeholders to drive projects Bonus points - 1+ years of experience supporting state audits and exams - ACA marketplace, utilization management, healthcare quality and compliance, or provider data experience - Training or experience applying Continuous Process Improvement or Lean Six Sigma principles - Experience with project coordination or management in a matrixed organization - 1+ years of experience in developing and presenting information and recommendations Benefits - Full-time employees are eligible for benefits including: medical, dental, and vision benefits - 11 paid holidays - Paid sick time - Paid parental leave - 401(k) plan participation - Life and disability insurance - Paid wellness time and reimbursements
Preferred: Local candidates to Chicagoland and Kenosha and Milwaukee area Description: Master Wings Publishing, a small press based out of Chicago, Illinois, was founded in 2013 and currently has eight released titles. Master Wings Publishing dedicates itself to the creation and promotion of exceptional books that inspire, educate, and last. With a focus on empowerment and careful attention to detail, all Master Wings titles not only illustrate the importance of lessons like resilience, but also entertain and add to the historical record. With Master Wings, readers consistently embark on engaging journeys filled with critical advice and new perspectives. Job's Purpose: As our catalog of titles grows, and especially as we begin a direct partnership with the Pritzker Military Museum and Library, we’re seeking an individual to build our network and increase our sales. The ideal candidate possesses the vision, willingness and personal commitment to do what it takes to get the job done and to achieve results. Primary Responsibilities: - This is a remote position that requires about 25% travel in the community. - Work with the marketing and PR department to create a yearly plan. - Prospect retail outlets to secure book positioning. - Create opportunities for author talks and signings. - Manage the entire sales process from identifying prospects, face to face meetings, to answering questions. - Establish, develop, and maintain positive business relationships with internal partnership leads. - Coordinate sales effort with team members and other departments. - Analyze the territory/market’s potential, track sales and provide status reports. - Create weekly call reports and monthly/quarterly/yearly sales goals - Relay customer needs, challenges, interests, competitive activities, and potential for new products and services. - Research and employ best practices and promotional trends. - Perform other duties as assigned. - Work with an in-house marketing team to formulate strategy. Qualifications: - Ability to gain an in-depth understanding of Master Wings’ complete portfolio - Excellent written and verbal communication skills - Demonstrated ability to communicate with and influence others - Superb interpersonal skills, including the ability to quickly build rapport with both customers and suppliers - Must possess a high degree of business acumen and professionalism and be able to correspond with people of all types of backgrounds and varying levels of experience and education - Proficiency in all Microsoft products, Word, Excel, PowerPoint & Outlook. Be able to create professional documents from start to finish in Word & PowerPoint and fully understand Excel. - Proficiency in Constant Contact - Must be confident, creative, dependable, organized, results-focused and able to multitask with precision and minimal supervision - Ability to recognize and seize opportunities to sell new services to assigned accounts - Ability to recognize and proactively correct service issues, if and when they arise, to maintain a positive supplier relationship and exceed service expectations of assigned clients - Background in writing and/or history and/or military preferred - Experience acquiring, negotiating, and/or reviewing proposals beneficial - Experience with Ingram Content Group beneficial. Benefits (Full-time Employees): - Paid time off - 401K - Medical, dental, and vision coverage #ZR




