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.

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

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

Private Client Compliance – Trust Specialist

About this role