Client specialist Work, Jobs in Lichfield, Sts (with Salaries)

Privat Client Compliance - Trust Specialist
Cooper Parry —Derby
- Full-time
- Remote
- Tax experience
3h
Senior Recruitment Consultant
Coventry University —Coventry
- £37,995 - £40,452 a year
- Full-time
- Social media management
- Negotiation
- Annual leave
- Employee discount
11d
Client Liaison Lead Specialist
SS&C Technologies —Lichfield
- Full-time
- Hybrid work
- Microsoft Office
- Human resources
- Communication skills
Travel Consultant
Trailfinders —Solihull
- £44,000 - £49,000 a year
- Sales
3d
Yard Patient Care Team leader
IVC —Lichfield
- Up to £28,500 a year
- Full-time
- Leadership
- Annual leave
- Employee discount
11d
Control and Monitoring Lead Specialist - PA26HUBRQ2002
SS&C Technologies —Lichfield
- Full-time
- Hybrid work
- Microsoft Office
- Travel
- Human resources
Data Entry Clerk
Slater and Gordon Lawyers —Birmingham
- £26,420.00 - £43,398.88 a year
- Temporary
- Hybrid work
- Microsoft Excel
- In-person
Quick apply
10h
Customs Clearance Agent
C4 Logistics Ltd —Tile Hill
- £29,000 - £35,000 a year
- Overtime
- In-person
- Negotiation
- Bereavement leave
Quick apply
13d
Skilled Production Operator - Packaging Industry
Lesters Packaging —Burntwood
- Full-time
- In-person
- Life insurance
Quick apply
13d
Assistant Practitioner
Walsall Healthcare NHS Trust —Rugeley
- £28,392 - £31,157 a year
- Full-time
3d
Trainee Psychological Wellbeing Practitioner - De Montfort University/Derbyshire
Vita Health Group —Derby
- £27,872 a year
- Bachelor's degree
- Travel
- Psychology
3d
Speech and Language Therapist
Outcomes First Group —Lichfield
- Up to £53,200 a year
- Analysis skills
- Organisational skills
- Communication skills
Business Coordinator - Project Planner/ Scheduler (Social Housing Construction)
Gratton Construction Limited —Derby
- £27,000 - £32,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Sick pay
Quick apply
10d
Private Client Legal Executive
Eventus Recruitment Group —Burton-On-Trent
- £38,000 - £45,000 a year
- Call to connect
- Hybrid work
- Supervising experience
- Annual leave
5d
Business Support
COLAS ROADS UK —Wolverhampton
- £24,675 - £28,000 a year
- Hybrid work
- Administrative experience
- Communication skills
- Annual leave
- Employee discount
4d
Intelligence Analyst
NetWatch Global —Birmingham
- £24,697 a year
- Full-time
- Hybrid work
- English
- Bachelor's degree
- IT
- Store discount
- Health & wellbeing programme
Quick apply
Skilled Production Operative - Nights
Lesters Packaging —Burntwood
- £40,000 a year
- Full-time
- In-person
- Leadership
- Mechanical knowledge
- Employee assistance programme
Quick apply
12h
Site Operative (Accelerated Leadership Programme)
Jones Weatherproofing —Walsall
- £29,000 - £43,500 a year
- Overtime
- Computer literacy
- Administrative experience
- Travel
- Free parking
Quick apply
IPS Employment Specialist
Shaw Trust —Birmingham
- £29,556 - £37,755 a year
- Communication skills
- Annual leave
- Employee assistance programme
SEO Specialist
SEO Results —Birmingham
- £28,000 - £32,000 a year
- Full-time
- In-person
- Flexible schedule
Quick apply
4d

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Privat Client Compliance - Trust Specialist

Cooper Parry -
Derby

Apply Now

Job details

Full-time
3 hours ago

Benefits

Company pension

Qualifications

Tax experience

Full job description

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.

#LI-MH1

Apply Now

Refine Your Search

client specialist jobs in lichfield, sts

Privat Client Compliance - Trust Specialist

Senior Recruitment Consultant

Client Liaison Lead Specialist

Travel Consultant

Yard Patient Care Team leader

Control and Monitoring Lead Specialist - PA26HUBRQ2002

Data Entry Clerk

Customs Clearance Agent

Skilled Production Operator - Packaging Industry

Assistant Practitioner

Trainee Psychological Wellbeing Practitioner - De Montfort University/Derbyshire

Speech and Language Therapist

Business Coordinator - Project Planner/ Scheduler (Social Housing Construction)

Private Client Legal Executive

Business Support

Intelligence Analyst

Skilled Production Operative - Nights

Site Operative (Accelerated Leadership Programme)

IPS Employment Specialist

SEO Specialist

I want to receive the latest job alerts for client specialist in lichfield, sts

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