Autonomous Private Client Trust & Tax Specialist

Ernest Gordon Recruitment; Liverpool; On-site; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Training

Company events

Company benefits

Progression

Job summary

Ernest Gordon Recruitment in Liverpool is seeking a Trust & Tax Specialist (Private Client) to join a reputable firm. You will have autonomy to manage your own portfolio of estates while working alongside a supportive, expert team.

Candidates should be experienced in trust and tax, and hold ATT, CTA or STEP qualifications. The role offers GBP40,000–GBP50,000 plus training, company events, benefits and clear progression. A proactive approach and strong communication with clients are required.

Qualifications

• Experience in trust and tax for private clients.

Responsibilities

• Manage own portfolio of estates with autonomy.
• Collaborate with a supportive, expert team.

Skills

Autonomy

Portfolio management

Education

ATT/CTA/STEP qualification

Job description

Ernest Gordon Recruitment in Liverpool is seeking a Trust & Tax Specialist (Private Client) to join a reputable firm. You will have autonomy to manage your own portfolio of estates while working alongside a supportive, expert team.

Candidates should be experienced in trust and tax, and hold ATT, CTA or STEP qualifications. The role offers GBP40,000–GBP50,000 plus training, company events, benefits and clear progression. A proactive approach and strong communication with clients are required.