Ernest Gordon Recruitment
Private Client Tax & Trust Specialist (Chartered Accountancy)

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Private Client Tax & Trust Specialist (Chartered Accountancy)
Liverpool
£35,000 - £40,000 + Training + Company Events + Company Benefits + Progression
Are you an experienced Trust & Tax professional looking to join a reputable firm where you will be given autonomy to manage your own portfolio of estates while working beside a supportive and expert team?
Do you want to join a dynamic and highly regarded firm, offering excellent benefits including flexible/hybrid working, a strong study support package, and the chance to work with a high-end, varied client base?
The company are taking the market by storm as they continue to expand and capitalise on their success, providing auditing, accounting, tax, and specialist advisory services to a wide range of clients across sectors including sport, medical, and entertainment. With long-standing client relationships at the forefront, the firm boasts an ever-expanding portfolio and continued growth.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The Role:
- Manage a portfolio of client estates and trusts
- Complete auditing as required
- Provide accounting services for a variety of high-level clients
- Deal with Trust & Tax returns
- Liaise directly with clients, building long-term relationships
The Person:
- ATT, CTA, or STEP qualified (or studying towards)
- Proven experience in trust and estate administration/tax
- Based in Liverpool or surrounding areas
Reference Number: BBBH26539JW
Keywords: ACA, ACCA, AAT, Trust, Finance, Accounting, Chartered Accountancy, Bookkeeping, Auditing, Account Management, Chester
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.


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We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy, and Disclaimers which can be found at our website.
Desired Skills and Experience
Are you an experienced Trust & Tax professional looking to join a reputable firm where you will be given autonomy to manage your own portfolio of estates while working beside a supportive and expert team?
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