Trust & Tax Specialist: Own Your Client Estates

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

Benefits offered by this job

Training

Company events

Company benefits

Progression

Hybrid working

Job summary

Ernest Gordon Recruitment Limited Liverpool is seeking a Trust & Tax Specialist (ATT, CTA or STEP Qualified) to manage a portfolio of estates and trusts in a supportive, expert team. The role offers autonomy, exposure to high‑level clients and a flexible/hybrid working pattern.

Salary £40,000 - £50,000 plus training, company events, benefits and progression opportunities. The successful candidate will have ATT/CTA/STEP qualifications and experience in trust and estate tax, with Liverpool or

Qualifications

• Qualified ATT/CTA/STEP or currently 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 high-level clients.
• Deal with Trust & Tax returns.
• Liaise directly with clients, building long-term relationships.

Skills

Trust & Tax

Portfolio management

Auditing

Client relations

Education

ATT/CTA/STEP qualification

Job description

Ernest Gordon Recruitment Limited Liverpool is seeking a Trust & Tax Specialist (ATT, CTA or STEP Qualified) to manage a portfolio of estates and trusts in a supportive, expert team. The role offers autonomy, exposure to high‑level clients and a flexible/hybrid working pattern.

Salary £40,000 - £50,000 plus training, company events, benefits and progression opportunities. The successful candidate will have ATT/CTA/STEP qualifications and experience in trust and estate tax, with Liverpool or