Trust Specialist (Chartered Accountancy)
Date Posted: 2026-09-10
Location: Birkenhead, Merseyside, GB, CH41 5
Application Deadline: 2026-12-09 21:15:27.307
Job Title and Salary
Trust Specialist (Chartered Accountancy) Liverpool £40,000 - £50,000 + Training + Company Events + Company Benefits + Progression
Overview
Are you a Trust & Tax Specialist with an 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 is expanding rapidly, providing auditing, accounting, tax, and specialist advisory services to 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.
The salary advertised is a guideline for this position. The offered remuneration will depend on your experience, qualifications, and skill set.
Role Description
- 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
Candidate Profile
- 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
We are an equal opportunities employer and welcome applications from all suitable candidates.
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Trust Specialist (Chartered Accountancy) in Birkenhead employer: The Trust
Secure Trust Bank is an excellent employer that fosters a collaborative and innovative work culture, where employees are empowered to contribute to strategic decisions and regulatory compliance. With a strong focus on professional development, the bank offers numerous growth opportunities in the financial sector, particularly in the dynamic field of capital stress testing and forecasting. Located in a vibrant area, employees enjoy a supportive environment that values their contributions and encourages continuous learning.
