Trust & Estates Specialist | ATT/CTA/STEP | Hybrid

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

Benefits offered by this job

Training

Company events

Company benefits

Progression

Job summary

Ernest Gordon Recruitment is assisting with a Trust Specialist (Chartered Accountancy) role in Liverpool. You will manage a portfolio of estates and trusts and provide accounting services for a high-profile client base while liaising directly with clients to build long-term relationships.

The position offers hybrid/flexible working, strong study support and progression within a reputable Chartered Practice.

Qualifications

• Experience with trust and estate administration and tax returns.
• Qualified ATT, CTA or STEP or studying towards.
• Based in Liverpool or surrounding areas.

Responsibilities

• Manage a portfolio of client estates and trusts.
• Complete auditing as required.
• Provide accounting services for a variety of high-level clients.
• Deal with Trust & Tax returns.
• Liaise directly with clients, building long-term relationships.

Skills

Trust & Estate administration

Client liaison

Tax returns

Education

ATT/CTA/STEP

Job description

Ernest Gordon Recruitment is assisting with a Trust Specialist (Chartered Accountancy) role in Liverpool. You will manage a portfolio of estates and trusts and provide accounting services for a high-profile client base while liaising directly with clients to build long-term relationships.

The position offers hybrid/flexible working, strong study support and progression within a reputable Chartered Practice.