Trust Advisor - North West

£28k - £41k + benefits - Tax
Ref: 153 Date Posted: Wednesday 22 Sep 2021
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Trust Advisor – Liverpool – £28,000 to £41,000 + Benefits
Based in Liverpool, our client is a leading firm of Chartered Accountants that are looking for a Trust Advisor to join their business on a permanent basis and report into the Trust Manager, working within the Trust and Estates team.
THE JOB: Trust Advisor
You will be primarily responsible for assisting the Trust Manager, and wider Trust team in preparing trust and charity accounts for the agreed portfolio. You will ensure that all associated administrative duties are completed in an accurate and timely fashion whilst ensuring all accounting records, both computerised and manual are maintained and kept up-to-date.
Main Responsibilities:
  • Ensure all computerised accounting records for agreed portfolio are maintained in an accurate manner, and seek to ensure they are continually updated
  • Review trust accounts, tax returns and associated computations for Trust Manager approval
  • Review charity accounts and charity returns for Trust Manager approval
  • Assist the Trust Manager with all correspondence and queries from clients and other associated professionals
  • Assist the Trust Manager with queries as they arise, relating to income tax, capital gains tax, inheritance tax and calculations arising
  • Assist the Trust Manager with trust accounting administration
  • Assist with any general department administrative duties which may arise
Ideally, you will have worked in a similar Trust and Estates environment and having worked in an advisory capacity is key. A proven track record of working in this area and offering advice to clients is a prerequisite. The Trust qualification (STEP) is advantageous but not essential, as the firm is willing to support any successful applicant in gaining this qualification once in the role.