Private Client Compliance – Trust Specialist

🔥 0 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚔 Compliance

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Cooper Parry

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1850

🤝 B2B

🛍️ eCommerce

📱 Media

💰 Private Equity Round on 2022-07

B2B • eCommerce • Media

Cooper Parry is a branding and web design agency located in Nottingham. They specialize in solving problems through unique and creative solutions in branding, design, digital marketing, and content creation. Renowned for their passionate and dedicated team, Cooper Parry works collaboratively with clients to deliver outstanding results while maintaining clear communication throughout the project process.

📋 Description

• 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.

🎯 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