Privat Client Senior Manager - Trust Specialist

Cooper Parry

16h • Hybrid

About The Position

Our Private Client team is growing, and we’re currently seeking a Trust Specialist to join them on their journey. 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. This isn't a purely compliance-focused role, you'll play a key part in delivering bespoke trust and estate planning advice too. Working alongside a talented team of specialists, you'll 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, and coach, mentor and develop junior team members, helping them grow their technical and commercial skills. You will also identify opportunities to add value and deliver proactive advice that makes a genuine difference to clients.

Requirements

• 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

Responsibilities

• 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.

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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed