Private Client Tax Consultant - Trusts Focus

Private Client Tax Consultant - Trusts Focus?? Liverpool City Centre | ?? Assistant Manager Level?? Salary: £38,000 - £45,000 (DOE) + Excellent Benefits + Study Support?? Full Time | Hybrid Working Available

Are you a private client tax specialist with trust experience, looking to take the next step in your career? We're recruiting on behalf of a leading professional services firm in Liverpool, looking to appoint a Private Client Tax Senior or Assistant Manager to join their dynamic and growing tax team.

This is a fantastic opportunity for someone who wants to be part of a forward-thinking, people-first firm offering clear progression, hybrid working, and support to complete further tax qualifications.

You'll work closely with the Tax Manager and wider team to manage a varied portfolio of private clients, high-net-worth individuals, trusts, and estates. Key responsibilities include:

• Preparing personal tax and trust returns, ensuring compliance and timely submissions

• Liaising with HMRC, clients, and third parties

• Providing proactive advice and building strong relationships with clients

• Supporting the wider tax team on ad hoc advisory projects

• Conducting technical research and staying up to date on relevant legislation

To be successful in this role, you will ideally have:

• 3-4 years of relevant experience in personal tax/trusts

• Experience preparing tax returns and working with high-net-worth clients or estates

• Excellent attention to detail and time management

• Strong interpersonal skills and a client-focused attitude

• Good IT skills including tax software, Excel and Microsoft Office

• ATT or STEP qualified or studying (ACA/ACCA with desire to specialise in private client tax also considered)

Study support towards CTA is available for the right candidate.

This employer offers a genuinely supportive and flexible working environment, with a strong emphasis on personal and professional development:

• Competitive salary (£38K-£45K depending on experience)

• Clear pathway for career progression

• Hybrid working

• 33 days annual leave (increases with service)

• Buy/sell holiday scheme

• Pension scheme with salary exchange

• Life assurance (4x salary)

• Medical cover

• Cycle to work & travel loan schemes

• Regular social events

This is an excellent opportunity for someone ready to make an impact and grow their career within a firm that truly values its people.