Trust & Tax Specialist (Private Client)

Trust & Tax Specialist (Private Client)

Liverpool

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

Are you an experienced Trust & Tax professional with a ATT, CTA or STEP qualification looking to join a reputable firm where you will be given autonomy to 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

If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.

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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