Private Client Compliance - Trusts Manager

Cooper Parry

Remote regions

UK

Benefits

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About the role:

  • Take ownership of a diverse portfolio of trusts and estates as the trusted adviser.
  • Review and oversee trust tax returns and annual compliance obligations.
  • Support Partners and Directors on trust planning and inheritance tax advisory projects.

About you:

  • Significant experience managing trusts, estates, and related tax matters.
  • Strong knowledge of trust taxation, inheritance tax, and estate administration.
  • CTA, STEP or equivalent qualification/experience.

About us:

  • We are the 'rebels of accountancy', putting people before products.
  • B Corp Certified and the UK's largest accountancy B Corp.
  • Achieved multiple awards for culture, well-being, and inclusion.

What's in it for you:

  • Flexible approach to work balancing home, office, and clients.
  • Generous holiday entitlement and enhanced parental leave.
  • Multi-award-winning wellbeing offering and volunteering opportunities.

Cooper Parry

Cooper Parry is an accountancy firm known for its streamlined, client-focused services and a culture of straight-talking and innovation. They are a B Corp certified company with a strong emphasis on inclusion, well-being, and employee experience, recognized as the UK's No.1 Accountancy Firm by Best Companies.

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