At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while providing bespoke advice.
- Company: Join the rebels of accountancy at Cooper Parry, known for their innovative culture.
- Benefits: Enjoy flexible work, generous holidays, enhanced parental leave, and a vibrant wellbeing programme.
- Other info: Be part of a dynamic team with a focus on continuous learning and personal growth.
- Why this job: Make a real impact by advising clients and developing junior team members in a supportive environment.
- Qualifications: Experience in trust management, strong client relationship skills, and relevant qualifications like CTA or STEP.
The predicted salary is between 50000 - 60000 £ per year.
About the role...
Are you a Private Client Trust Manager 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 - Trusts Manager employer: Cooper Parry
At Cooper Parry, we pride ourselves on being a forward-thinking employer that values our people and their growth. With a flexible work culture, generous benefits, and a commitment to wellbeing, we empower our Trust Specialists to thrive in their roles while fostering strong client relationships. Join us in a dynamic environment where your contributions are recognised, and you can make a meaningful impact on clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Compliance - Trusts Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Trusts Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, don’t hold back on sharing your knowledge about trust taxation and estate planning. It’ll show them you’re not just another candidate, but a true specialist.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or mentors. Focus on articulating your experience managing trusts and how you’ve added value to clients. Confidence is key!
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are excited about joining us. Plus, it shows you’re genuinely interested in being part of our team at Cooper Parry.
We think you need these skills to ace Private Client Compliance - Trusts Manager
Some tips for your application 🫡
Show Your Expertise:Make sure to highlight your experience managing trusts and estates. We want to see how you've tackled similar challenges in the past, so don’t hold back on those details!
Tailor Your Application:Take a moment to customise your CV and cover letter for this role. Use the job description as a guide to showcase how your skills align with what we’re looking for at Cooper Parry.
Be Authentic:We value honesty and straightforwardness. Let your personality shine through in your application. Share your passion for trust management and how you can contribute to our team culture.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
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, as this will show your expertise and confidence in the role.
✨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
Since the role involves coaching and developing junior team members, be ready to share your experiences in mentoring others. Discuss your approach to leadership and how you’ve helped others grow their technical and commercial skills.
✨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.
