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Trust Manager - Private Client Tax (Flexible Location)

Cooper Parry Castle Donington

Job description

We’re killing it...

We’re one of the fastest growing accountancy firms in the UK. Behind it all? Our awesome people and a laser-focus on creating a culture where they’re happy, engaged, and playing to their strengths every day.

That’s why we’re the #1 Accountancy Firm to Work For in the UK. And that’s why we’ve featured in the Top 25 of the UK’s Best Companies to Work For – for four years straight.

About the role...

As a Trust Manager in the Private Client Team, you’ll love building secure and trusted relationships with our trust clients, building a real connection to understand their wants and requirements and providing robust plans to follow through.

Spotting the opportunities on behalf of our clients is key and you’ll need to demonstrate a flair for this.

You will use your background in compliance and collaborate with the team to deliver a balance of compliance and advisory services that really stands out for your trust clients and beneficiaries. All the while contributing ideas on how our ways of working can evolve and digitalise further.

You’ll also be responsible for reviewing trust accounts, self-assessment tax returns and inheritance tax returns. Providing coaching, development and team-leadership; you’ll be at the helm of ensuring the team provide a ‘Wow’ experience to all clients and exceed our intentions of providing a first-rate service at all times.

What you’ll be doing/need…

As the successful person for the job, you will be at least ATT/AAT qualified. You’ll have experience of working within a Private Client or Accounts focused role, ideally with some experience of Trusts.

You’ll be a great communicator. Exceed at building strong, trusting relationships (both internally and with clients) and demonstrate a commercial focus, drive to deliver the best and a determination for getting it right first time.

Play to your strengths, we say. Create a role you’re truly passionate about. Then, work flexibly to design a life that’s right for you.

What's in it for you...

At Cooper Parry our mindset is simple. We only do things if we believe we can be No.1. We start doing that by putting our people at the heart of our culture. Why? Pretty simple really… if our people love working here then they do amazing work. That’s why we offer things like:

• Competitive salaries aligned to big firms.

• Open holidays.

• No dress code - “Wear something!”

• Incredible development and career growth.

• A truly flexible approach to work balancing working from home, in office or with clients - “Work from Anywhere. Anytime. Forever”.

Job type


  • private-client
  • tax
  • personal-tax
  • manager
  • Tax-Manager