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Private Client Compliance - Trusts Manager

Cooper Parry
UK

  • Manage a diverse portfolio of UK trusts and estates, acting as the trusted adviser and primary point of contact for clients and intermediaries.
  • Review and oversee trust tax returns, annual compliance obligations, and trust accounts to ensure accurate reporting.
  • Build and nurture strong relationships with clients and third-party advisers, identifying opportunities to add value and deliver proactive advice.

Tax Compliance Client Relationship Management Mentoring
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Private Client Advisory Senior Manager

Cooper Parry
UK

  • Provide sound technical tax advice and strategic direction to high net worth individuals and businesses.
  • Build trusted relationships with a portfolio of clients, understanding their goals and delivering robust financial plans.
  • Drive business development by identifying opportunities and guiding junior team members.

Cooper Parry is a straight-talking accountancy firm that puts people and relationships first. It has been named the No.1 Accountancy Firm and a Best Large Company to Work For in the UK, with a strong culture and wellbeing focus.

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Director, Wealth Strategy - Estate Planning

Mercer Advisors
US 8w paternity

  • Drive business development through client meetings, presentations, and thought leadership.
  • Review estate planning documents and provide strategic recommendations to enhance client planning.
  • Serve as an in-house resource on tax and estate planning for wealth management teams nationwide.

Mercer Advisors helps families simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. Serving over 31,300 families across 90+ U.S. cities and ranked #1 RIA by Barron's, it offers a flexible, national workplace where over half of employees are women.

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