Private client compliance trusts manager Work, Jobs in Shepshed, Lec (with Salaries)

Private Client Compliance - Trusts Manager
Cooper Parry —Derby
- Full-time
- Remote
- Mentoring
- Training & development
- Tax experience
Private Client Tax Compliance Manager
Cooper Parry —Derby
- Full-time
- Team management
- Mentoring
- Organisational skills
Service Manager
Framework Housing Association —Nottingham
- £49,387 - £56,515 a year
- Full-time
- Research
- Continuous improvement
- Case management
- Annual leave
- Employee assistance programme
14d
Private Client Tax Assistant Manager
UHY Hacker Young —Nottingham
- Microsoft Word
- Mentoring
- Training & development
- Employee discount
Corporate Tax Manager
Cooper Parry —Derby
- Full-time
- Mentoring
- Training & development
- Tax experience
Senior Project Manager
Rehlko —Heanor
- Full-time
- CRM software
- Travel
- Organisational skills
- Employee assistance programme
Project Manager
Rehlko —Heanor
- Full-time
- CRM software
- Travel
- Organisational skills
- Employee assistance programme
Senior Permitting Consultant
AECOM —Nottingham
- Full-time
- Hybrid work
- Writing skills
- Engineering
- Business development
Trainee Investment Manager
Quilter —Leicester
- Full-time
- Hybrid work
- Financial services
- Communication skills
3d
Security Contract Manager
NVC Security —Derby
- From £45,000 a year
- Full-time
- Computer literacy
- English
- Travel
Quick apply
7d
Site Manager
Rehlko —Heanor
- Full-time
- Management
- SharePoint
- IT
- Employee assistance programme
4d
Assistant Subsurface Utility Mapping Surveyor
AECOM —Nottingham
- Full-time
- Hybrid work
3d
Principal Town Planner (Policy)
AECOM —Nottingham
- Full-time
- Hybrid work
- Business development
- Leadership
7d
Senior Geotechnical Engineer
Caulmert —Nottingham
- Microsoft Powerpoint
- Microsoft Word
- Engineering

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Private Client Tax Compliance Manager
Cooper Parry —Derby
ATT qualified with experience working in a Private Client/Personal Tax focused role managing a portfolio of private clients.
Private Client Compliance - Trusts Manager
Cooper Parry —Derby
A flexible approach to work - balancing working from home, in office or with clients. We put people and relationships before products and services, and deliver…

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Private Client Compliance - Trusts Manager

Cooper Parry -
Derby

Apply Now

Job details

Full-time

Benefits

Company pension

Qualifications

Client engagement
Mentoring junior staff
Mentoring
Relationship management
Professional development mentoring
Training & development
Account management
Estate planning
Tax experience

Full job description

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.

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Apply Now

Refine Your Search

private client compliance trusts manager jobs in shepshed, lec

Private Client Compliance - Trusts Manager

Private Client Tax Compliance Manager

Service Manager

Private Client Tax Assistant Manager

Corporate Tax Manager

Senior Project Manager

Project Manager

Senior Permitting Consultant

Trainee Investment Manager

Security Contract Manager

Site Manager

Assistant Subsurface Utility Mapping Surveyor

Principal Town Planner (Policy)

Senior Geotechnical Engineer

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