Trust & Accounts Associate in Liverpool - Adele Carr Recruitment Limited

£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.

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.

• 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.

• £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.

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.