Trust Accountant - Liverpool

£30,000 to £40,000 + A vast array of Benefits - Private Sector - Tax
Ref: 170 Date Posted: Monday 18 Oct 2021
LinkedIn ShareShare

Our client is one of the most recognised and prestigious wealth management companies in the country, and they have a rare opportunity to join them as a Trust Accountant working in their iconic office in Liverpool. Working  along side a talented Trust and Tax team, this post will offer the successful applicant an opportunity to build a career in trust, whilst being recognised on a national platform. The job will offer a salary of £30,000 to £40,000 with a vast array of benefits, and a mix of home and office working post Covid.


To provide an accounting and tax service for trust clients.

Key responsibilities

  • Maintenance of ledgers for clients, ensuring that accounting information is posted, in order to prepare accounts and supporting work papers for manager review and client approval
  • Production of charity and corporate accounts for audit purposes; preparing accounts based on FRS102
  • Production of tax computations
  • Production of reports and reconciliations of clients' accounts ensuring that entries have been made properly
  • Preparation of a number of VAT returns on a quarterly basis
  • Preparation of a number of company accounts and corporation tax returns
  • Liaison with external auditors/independent examiners regarding charity and other accounts and their review
  • Key involvement with testing and implementation of related software as required
  • Ad hoc reconciliations and schedules as and when required


Ideally you will be qualified AAT / STEP, and have proven experience of preparing accounts and tax returns for trust clients including estates. It is essential you possess exceptional communication skills coupled with the ability to work independently or part of a team. In return you will receive : 

  • Private medical insurance
  • Company pension
  • Life assurance
  • Company share scheme
  • Income protection
  • A range of other voluntary benefits