Private Client Compliance - Trusts Manager

Cooper Parry; Birmingham; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Flexible work approach

Generous holiday entitlement

Enhanced parental leave policy

Enhanced pension scheme

Wellbeing support

Volunteering opportunities

Social/sports clubs

Job summary

Cooper Parry, located in Birmingham, is seeking a Trust Specialist to manage a diverse portfolio of trusts and estates. This role combines client advisory and tax compliance for a first-class client experience.

Candidates should have significant experience in trust management, strong knowledge in trust taxation, and the ability to lead and develop junior team members. The position offers a flexible work approach and generous benefits.

Qualifications

• 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.

Responsibilities

• Manage a portfolio of UK trusts and estates with a focus on client experience.
• Review and oversee trust tax returns and compliance obligations.
• Support Partners on trust planning and private client advisory projects.

Skills

Managing trusts

Trust taxation knowledge

Client relationship management

Coaching and mentoring

Education

CTA, STEP or equivalent qualification

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.

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.

Responsibilities

• 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 / Qualifications

• 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.

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.