Private Client Administrator (Trust & Tax)

Private Client Administrator (Trust & Tax)

Liverpool (Office Based)

£35,000 - £40,000 + Training + Company Events + Company Benefits + Progression

Are you a Private Client Administrator or similar looking to join a Trusted Accountancy, with continuous in-house training so you can have a long and successful career with guaranteed progression opportunities, where you will run client accounts with complete autonomy?
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
Do you want to join a dynamic and highly reputable Chartered Accountancy, where you will be provided with all the support needed, alongside excellent benefits such as flexible working hours and the potential for hybrid work?
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 their wide range of clients, covering a variety of sectors from sport, medical to entertainment. With long-standing client relationships at the forefront.

In this role you will work with a broad range of trusts, estates and private clients, gaining exposure to complex and rewarding assignments within a supportive and experienced team environment.

This role would suit someone with a foundation in private client work who is looking to build a long-term career specialising in trust and estate matters
The Role:

• Managing a portfolio of trust and estate compliance matters.
• Preparing trust and estate tax returns and ensuring compliance with relevant deadlines.
• Supporting trust registration and ongoing administration through the Trust Registration Service (TRS).
• Liaising with clients, professional advisers and HMRC where required.
• Assisting with inheritance tax (IHT) compliance matters, including the preparation of IHT returns.

The Person:

• AAT qualifications or similar
• Commutable to Liverpool

Reference Number: BBBH26539JW
Keywords: ACA, ACCA, AAT, Trust, Finance, Accounting, Chartered Accountancy, Bookkeeping, Auditing, Account Management, Chester
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
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