Trust Specialist (Chartered Accountancy)

The Trust; Liverpool; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Flexible/hybrid working

Study support

Company events

Progression opportunities

Job summary

The Trust in Liverpool is seeking a Trust Specialist (Chartered Accountancy) to manage a portfolio of estates and trusts, handle Trust & Tax returns, and provide high-level accounting services to a diverse client base.

ATT, CTA or STEP qualification (or studying towards) and proven trust/estate experience are preferred; the role offers flexible hybrid working, strong study support, and clear progression within a renowned Chartered Practice.

Qualifications

• Experience with trust and estate administration and tax.
• Portfolio management of estates and trusts.
• Experience with auditing and high-level accounting for clients.

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 to build long-term relationships.

Skills

Trust & tax

Portfolio management

Auditing

Accounting

Client liaison

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

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.

We are an equal opportunities employer and welcome applications from all suitable candidates.