At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while delivering high-quality tax compliance and advisory services.
- Company: Established regional firm known for tailored tax, audit, and advisory solutions.
- Benefits: Competitive salary, hybrid working, flexible hours, and career progression opportunities.
- Other info: Supportive culture with opportunities to develop junior team members and improve client service.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: CTA qualified or equivalent with strong experience in trust and estate taxation.
The predicted salary is between 45000 - 55000 £ per year.
Your new company is a well-established regional professional services firm with a strong presence across the North West, offering a full range of tax, audit, and advisory services. The firm has a growing private client team and a reputation for delivering tailored solutions to a diverse client base.
Your new role is an excellent opportunity for an experienced Trusts & Estates Tax Manager to join a dynamic team, taking ownership of a complex client portfolio while contributing to the continued growth of the practice. You will manage a portfolio of trusts, estates, and family wealth structures, ensuring all compliance work is delivered to a high standard through the preparation and review of trust and estate tax returns. Alongside this, you will deliver advisory work across inheritance tax planning, trust restructuring, and succession planning, working closely with partners on more complex technical matters. The role will also involve supporting estate administrations from a tax perspective, developing junior team members, and contributing to internal process improvements to enhance client service delivery and operational efficiency.
What you'll need to succeed:
- CTA qualified or equivalent (ACA/ACCA with strong private client experience also considered)
- Demonstrable experience in trust and estate taxation
- Ability to manage multiple client relationships effectively
- Strong advisory and problem-solving skills
- A proactive and commercial approach
What you'll get in return:
- Competitive salary
- Hybrid working and flexible hours
- Opportunity to work closely with senior leadership on high-value clients
- Career progression within a growing firm
- A supportive and inclusive team culture
If you're interested in this Trusts Tax role in Liverpool, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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