At a Glance
- Tasks: Manage client estates and trusts while providing top-notch accounting services.
- Company: Reputable firm known for its dynamic culture and expert team.
- Benefits: Competitive salary, flexible working, training support, and exciting company events.
- Other info: Great career progression opportunities in a supportive environment.
- Why this job: Join a growing firm and make a real impact in trust and tax management.
- Qualifications: ATT, CTA or STEP qualified, with experience in trust and estate administration.
The predicted salary is between 47250 - 57750 £ per year.
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 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
The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set. We are an equal opportunities employer and welcome applications from all suitable candidates.
Trust Specialist (Chartered Accountancy) in Liverpool 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.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Specialist (Chartered Accountancy) in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like The Trust. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trust Specialist (Chartered Accountancy) in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Trust.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on The Trust's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at The Trust
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Trust.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at The Trust will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former The Trust employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
