Private Client Compliance - Trusts Manager

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.

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