Trust Case Specialist – Chartered Accountancy

About the role

We are seeking a Trust Case Specialist to join a leading chartered accountancy practice in Chester. The role offers the chance to manage a portfolio of high‑value client estates, work autonomously, and develop expertise through one‑to‑one training and continuous in‑house development.

Key responsibilities

• Manage and grow a portfolio of trust and estate clients.
• Prepare and submit Trust and Tax returns accurately and on time.
• Deliver auditing and accounting services for high‑profile clients across various sectors.
• Provide advisory support on estate and tax matters.
• Maintain compliance with regulatory standards and internal policies.

Required profile

• Relevant qualification such as AAT, ACA or ACCA (or equivalent).
• Proven experience handling trust, tax returns and estate management.
• Strong analytical abilities and attention to detail.
• Ability to work independently while collaborating with senior partners.

Required skills

• Trust & Tax return preparation
• Auditing
• Accounting
• Estate management
• AAT (or comparable) knowledge

What we offer

• Competitive salary £35,000‑£40,000 per year.
• One‑to‑one training and continuous professional development.
• Flexible working hours with hybrid work options.
• Company events and a supportive team environment.