Trust & Accounts Associate - #2106452

Adele Carr Recruitment Limited


Date: 1 day ago
City: Liverpool
Salary: £35,000 - £45,000 / year
Contract type: Full time
Work schedule: Full day
Adele Carr Recruitment Limited
Trust & Estates Associate

£35,000-£45,000 DOE

Join one of the region's longest-established and most respected accountancy firms as they continue an exciting period of growth. We're looking for an experienced Trust & Estates Associate to join a specialist team working with trusts, estates, charities, and private clients.

The Role

As a Trust & Estates Associate, you'll support the Trust Manager in delivering a first-class service to a portfolio of trusts, estates, charities, and private clients. Your responsibilities will include:

  • Preparing and reviewing trust accounts, inheritance tax returns, and tax computations.
  • Assisting with the administration of trusts and advising on Income Tax, Capital Gains Tax, and Inheritance Tax matters.
  • Liaising with clients, HMRC, solicitors, banks, and other professional advisers.
  • Maintaining accurate accounting records and ensuring work is completed efficiently and to a high standard.
  • Providing day-to-day administrative support to help ensure the smooth running of the Trust & Estates team.
About You
  • Experience in trusts and estates administration within an accountancy practice or firm of solicitors.
  • Strong technical knowledge of trust and estate taxation.
  • ATT and/or STEP qualification desirable.
  • Experience with CCH and trust accounting software is advantageous.
  • Excellent communication, organisational, and time management skills.
  • Accurate, proactive, and able to manage multiple priorities.
What's on Offer?
  • £35,000-£45,000 salary, depending on experience.
  • Join a respected, growing firm with an excellent reputation.
  • Genuine career progression and professional development opportunities.
  • A supportive team and varied, rewarding workload.
Ready for Your Next Career Move?

If you're looking to build your career with a forward-thinking, well-established firm that values expertise, teamwork, and professional development, we'd love to hear from you.

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