* Location: Liverpool
* Sector: Tax, Personal Tax, Trusts, Private Client Tax
* Contract Type: Permanent
* Salary: £40000 - £45000 per annum
* Contact: Jack Wyatt
* Contact email: jwyatt@clark-wood.co.uk
* Contact phone: +44 (0) 1173 291051
* Published: 2 days ago
* Expiry date: 2026-04-21
* Startdate: 2026-03-10 00:00:00
* Consultant: Jack Wyatt
Trusts Senior
£40,000 - £45,000
Clark Wood are currently working with a large regional practice who are looking for a Trust & Estates Senior in their Liverpool office.
Responsibilities
* Managing a portfolio of trusts and/or estates, ensuring accurate and timely administration
* Preparing trust and estate accounts, income tax returns, inheritance tax forms and related calculations
* Advising clients on Trust wind up, income distributions and management of tax payments
* Assisting senior colleagues with succession and estate planning projects
* Identifying where internal procedures/systems could be more efficient, relaying this to more senior colleagues and assisting with implementing changes
* Developing trust, estate and probate tax technical skills and keeping up to date through training courses, appropriate research, and identification of changes in legislation, HMRC policy and as a result of cases
Qualifications
* ATT, AAT, CTA Student or Qualified
Should you be working in Private Client Tax at the moment across Liverpool or the North West and keen on a new Trusts opportunity then please do not hesitate to apply below!
For further information on this role please contact Jack Wyatt at Clark Wood - jwyatt@clark-wood.co.uk / Mobile: 07880 255933
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