Trust & Tax Specialist (Private Client)
Date posted: 2026-09-10T00:00:00
Location: Warrington, Cheshire, GB, WA1 2
Contract type: Any
Closing date: 2026-12-09T21:03:29.75
Trust & Tax Specialist (Private Client) Liverpool £40,000 - £50,000 + Training + Company Events + Company Benefits + Progression
Overview:
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.
Role Responsibilities:
- 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
Additional Information:
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. 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.
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Trust & Tax Specialist (Private Client) in Warrington 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.
