Trust Specialist (Chartered Accountancy)

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

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.

This role would suit an Accountant or Tax Adviser ATT, CTA or STEP qualified, or working towards, with experience dealing with Trust & Tax returns and managing estates for a variety of clientele, looking to join a highly successful Chartered Practice.

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 areas

Reference 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.

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