Cooper Parry logo
Cooper Parry

The Rebels of Accountancy ⚡ B Corp Certified | Top 30 Best Companies to Work For | #1 Accountancy Firm to Work For

Private Client Compliance – Trust Specialist

ComplianceComplianceFull TimeRemoteSeniorTeam 201-500Since 1850H1B No SponsorCompany SiteLinkedIn

Location

United Kingdom

Posted

10 days ago

Salary

0

Seniority

Senior

Professional CertificateEnglish

Job Description

Private Client Compliance – 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

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