Senior - Trust Accounts and Tax

Saffery Champness; Bristol; In loco; GBP 60.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working

Pension scheme

25 days annual leave

Life Assurance

Profit-Sharing Plan

Discretionary bonus

Descrizione del lavoro

Saffery Champness is recruiting a Trust Senior to join the Private Wealth and Estates Group. The role focuses on preparing trust accounts and tax returns for high net worth private clients, including UK and offshore trusts and offshore companies, and death estates.

The Senior will manage trust bookkeeping, administration, and reporting, with opportunities for client-facing advisory work. The firm offers a 35-hour week with hybrid work, strong benefits and career progression.

Competenze

• Experience in preparing trust accounts and related tax returns.
• Ability to work with partners and clients.
• Strong organisational and interpersonal skills.
• Ability to meet deadlines and use initiative.

Mansioni

• Bookkeeping for trusts.
• Administer trusts: monitor cashflow, payments, HMRC TRS, AEOI, French reporting.
• Prepare trust accounts.
• Prepare trust tax returns including IHT and offshore pools.
• Arrange and prepare trustees’ meetings.
• Assist with advisory projects.

Conoscenze

Trust accounting

Tax returns

Offshore trusts

Client relationship

Descrizione del lavoro

We are recruiting a Trust Senior to join and complement the trust team within the Private Wealth and Estates Group.

The team is growing in response to an expanding and more demanding client base, and this is an excellent opportunity to join a team at the next stage in its growth.

The role will predominately be to prepare trust accounts and tax returns for the wealthiest of our private clients and this will include both UK and offshore trusts as well as underlying offshore companies and death estates.

The responsibilities

• Bookkeeping for trusts
• Assisting with the administration of trusts (including monitoring cashflow and making payments as well as HMRC TRS and AEOI and French reporting requirements)
• Preparing trust accounts
• Preparing trust tax returns (including IHT returns and calculating offshore trust pools)
• Arranging and preparing for trustees’ meetings
• Assisting with various advisory work and projects

The Senior will have the opportunity to build meaningful relationships with trustees, their advisors and beneficiaries. We offer a busy workload and the opportunity for career progression for the right candidate.

You

You will be committed to a career in trust accounts and tax and will have some experience in this area. You will have confidence in dealing with partners and clients, as well as excellent organisational and interpersonal skills. The ability to provide accurate work in a timely and cost-effective manner is essential. With this role comes the pre-requisites that the candidate is motivated, committed and flexible with the ability to meet deadlines, use their own initiative and problem solve. You will be a team player with a positive and enthusiastic attitude.

Reward and benefits

• A 35-hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4)
• Excellent benefits including contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies,
• Eligibility for the firm’s Profit-Sharing Plan. Paid in December.
• Eligibility for the discretionary bonus scheme.

About u s

Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK’s 15th largest accountancy firm.

When you work with us at Saffery, you work with people who know your name, not just a job title . We’re a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We’re committed to our clients, but also to our greatest asset – our people.

As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we’ve got access to local insight on a global scale.

Equality, D iversity & I nclusion

Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top.