Trust & Tax Specialist (Chartered) - Hybrid, Progression

Ernest Gordon Recruitment; Birkenhead; 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 seeking a Trust Specialist (Chartered Accountancy) in Liverpool to manage a portfolio of estates and trusts for high-profile clients. The role offers £40,000 - £50,000 + training, company events, benefits and progression.

The ideal candidate will hold ATT/CTA/STEP or be studying towards, with proven experience in trust and estate administration/tax, and be based in Liverpool or surrounding areas. Flexible/hybrid working and strong study support are provided.

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 & Tax

Estate administration

Client management

Education

ATT/CTA/STEP qualification

Job description

Ernest Gordon Recruitment is seeking a Trust Specialist (Chartered Accountancy) in Liverpool to manage a portfolio of estates and trusts for high-profile clients. The role offers £40,000 - £50,000 + training, company events, benefits and progression.

The ideal candidate will hold ATT/CTA/STEP or be studying towards, with proven experience in trust and estate administration/tax, and be based in Liverpool or surrounding areas. Flexible/hybrid working and strong study support are provided.