Trust Manager - Private Client Tax - East Midlands (with home/ flexible working)

Cooper Parry


30+ days ago


We’re killing it....

We are one of the fastest growing accountancy firms in the UK and we have the awards to prove it.

We are a top 25 Best Companies award winner and picked up the 2021 Best Accountants to work for award. Also we are the 8th Best company to work for in the 2021 Sunday Times awards and 2020 Tolley’s Tax AwardsBest Employer in Tax

So Why all the awards?Because weare leaving the dull old ways of accountancy behind,making our own rules, andalways putting our people at the heart of our success.And right now our Private Client team is one of the most exciting places to be in Cooper Parry if you’re aTrust Manager looking to join our journey

About the role...

As amTrust 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.

Are we a match?

Our values are at the heart of what we do at Cooper Parry and it’s really important we recruit like-minded individuals into our teams.

Play all in – we are committed, engaged and driven

In it together – we believe in all for one and one for all

Be Nice – we are kind, humble and authentic

Be Brave – we are bold,entrepreneurialand rebellious

Keep Learning – we explore, discover and are curious

A little more about life at CP….

We are challenging grey...

We are challenging boring.We are challenging status quo.Ourpeople engagement scores are through the roof – our peopleare fully engaged in everything we do - from how we embrace technology and workplace design to how we create innovative and flexible working patterns that have a positive impact on the service our clients receiveand on the lives of our people. Our culture is who we are and it genuinely shapes our strategy and the experience for our clients.The way in which we operate and theincredibleenvironment we are building ishugely advantageous to thosewanting to combine acareer in practicewith anunrivalledculture andpersonalgrowth opportunity.

We are building a truly modern workplace culture...

We’ve always believed in trusting our people to make the right decisions for themselves. From how you dress (our only rule is ‘wear something’) to when you work (we have no‘core hours’) andhow often you holiday(we have open holiday).We have just introducedanother game-changing elementwe call ‘Work From Anywhere. Forever’ (WFAF!). We now give our people the opportunity to work flexibly, and potentially from anywhere, giving our people the trust and accountability to deliver to the required standards.

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.

Tired of thedrainingexperiencein your current firm?It’s different here.Read our culture book for yourself #makelifecount

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 then they do amazing work. That’s why we offer things like:

  • Competitive salariesaligned to Big firms
  • Openholidays
  • No dress code - “Wear something!”
  • Incredibledevelopment and career growth
  • A truly flexible approach to work balancing working from home, in office or with clients- “Work From Anywhere, Forever”

Find out more about us here: