At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing bespoke advice.
- Company: Join Cooper Parry, the rebels of accountancy with a vibrant culture.
- Benefits: Flexible work, generous holidays, enhanced parental leave, and a focus on wellbeing.
- Other info: Be part of an award-winning team that values diversity and inclusion.
- Why this job: Make a real impact by advising clients and developing junior team members.
- Qualifications: Experience in trust management, strong client relationship skills, and relevant qualifications.
The predicted salary is between 60000 - 80000 £ per year.
About the role... Are you a Private Client Trust specialist looking for your next challenge? Our Private Client team is growing, and we’re currently seeking a Trust Specialist to join them on their journey.
About the day to day… 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.
- 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.
About you... At Cooper Parry, we’re in it together. All we ask of our people is that they play all in. You’ll continuously strive to keep learning – whether you’re a trainee or a Partner – and you’ll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. A simple notion, but an irreplaceable part of what makes CP, CP. In addition to those core values, as a Trust Specialist you should:
- 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.
About us... We’ve been dubbed ‘the rebels of accountancy’. We’re straight-talking. Never afraid to share our opinions. We put people and relationships before products and services, and deliver a streamlined, client-focused service – free from unnecessary red tape.
Check out our recent achievements:
- Best Companies’ No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK.
- Became B Corp Certified in 2023 and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow.
- Achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience.
What's in it for you? Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results. That’s why we offer things like:
- 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.
Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best. Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.
For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.
Private Client Compliance Senior Manager - Trust Specialist employer: Cooper Parry
At Cooper Parry, we pride ourselves on being a forward-thinking employer that values our people and their growth. As a Private Client Compliance Senior Manager - Trust Specialist, you'll enjoy a flexible work environment, generous holiday entitlement, and a commitment to your wellbeing and professional development. Our award-winning culture fosters collaboration and innovation, making it an exciting place to build your career while making a meaningful impact for our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Compliance Senior Manager - Trust Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream role.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want to see how you fit into our team at Cooper Parry, so be ready to share how your values align with ours. Show us your passion for private client compliance and trust management!
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate your experience managing trusts and estates. We’re looking for someone who can confidently discuss their expertise and how they can add value to our clients and team.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We appreciate candidates who take the time to express their interest and keep the conversation going.
We think you need these skills to ace Private Client Compliance Senior Manager - Trust Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Trust Specialist. Highlight your experience with trusts, estates, and tax matters, and don’t forget to showcase your client relationship skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client compliance and how your background makes you the perfect fit for our team. Be genuine and let your personality come through!
Showcase Your Achievements:When detailing your experience, focus on specific achievements that demonstrate your expertise in managing trusts and estates. Numbers and examples speak volumes, so don’t hold back on sharing your successes!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at Cooper Parry!
How to prepare for a job interview at Cooper Parry
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust taxation, inheritance tax, and estate administration. Be ready to discuss specific cases or scenarios where you've successfully managed trusts and estates, as this will show your expertise and confidence in the field.
✨Showcase Your Client Relationship Skills
Prepare examples that highlight your ability to build and nurture strong relationships with clients and third-party advisers. Think about times when you've acted as a trusted adviser and how you’ve added value to your clients' experiences.
✨Demonstrate Leadership and Mentoring Experience
Since the role involves coaching and developing junior team members, be ready to share your experiences in leading teams or mentoring others. Discuss how you've helped others grow their skills and what strategies you used to foster a supportive learning environment.
✨Embrace the Company Culture
Familiarise yourself with Cooper Parry's values and culture. They appreciate straight-talking and a people-first approach, so be genuine and show how you align with their ethos. Share your thoughts on continuous learning and stepping out of your comfort zone, as these are key traits they value.
