Trust Specialist (Chartered Accountancy)

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

Benefits offered by this job

Flexible working

Hybrid working

Study support

Progression opportunities

Job summary

Ernest Gordon Recruitment Limited is seeking a Trust Specialist (Chartered Accountancy) in Liverpool. You will manage a portfolio of trusts and estates, provide accounting services, and liaise with clients to ensure high-quality service.

With ATT/CTA/STEP qualification (or studying) you will join a supportive team offering study support, progression opportunities, and flexible/hybrid working, plus a strong benefits package.

Qualifications

• ATT, CTA or STEP qualified (or studying towards).
• Proven experience in trust and estate administration/tax.
• 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 administration

Estate tax

Auditing

Accounting

Client relationships

Education

ATT/CTA/STEP

Job description

Trust Specialist (Chartered Accountancy)

Liverpool

£40,000 - £50,000 + Training + Company Events + Company Benefits + Progression

Are you a Trust & Tax Specialist with a ATT, CTA or STEP qualification looking to join a reputable firm where you will manage your own portfolio of estates while working beside a supportive and expert team?

Do you want to join a dynamic and highly regarded firm, offering excellent benefits including flexible/hybrid working, a strong study support package, and the chance to work with a high-end, varied client base?

The company are taking the market by storm as they continue to expand and capitalise on their success, providing auditing, accounting, tax and specialist advisory services to a wide range of clients across sectors including sport, medical and entertainment. With long-standing client relationships at the forefront, the firm boasts an ever-expanding portfolio and continued growth.

The Role

• 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

The Person

• ATT, CTA or STEP qualified (or studying towards)
• Proven experience in trust and estate administration/tax
• Based in Liverpool or surrounding areasReference Number: BBBH26539JW

Keywords: ACA, ACCA, AAT, Trust, Finance, Accounting, Chartered Accountancy, Bookkeeping, Auditing, Account Management, Chester

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.