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Clark Wood
Trust SeniorClark Wood • Liverpool City Council, New South Wales, Australia
No longer accepting applications
Trust Senior

Trust Senior

Clark Wood • Liverpool City Council, New South Wales, Australia
14 days ago
Job description
  • 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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Trust Senior • Liverpool City Council, New South Wales, Australia

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