Ref545Vacancy typeTax & TrustLocationBournemouth, Bristol, High Wycombe, London, PeterboroughEmployment typeFull-timeClosing date06/12/2026DescriptionThe roleWe are looking for an experienced and enthusiastic Senior Manager or Director to help lead our Trusts team across London and the South and become part of the leadership of the Private Client Group which provides a wide range of services to businesses and their ultimate owners. Trust services at Saffery include trust accounts & tax compliance, complex tax advice, and the provision of fiduciary services to both UK and international trustees. The role can be based in any of our offices across London and the South and will work within our market-leading Private Client Group, which provides a wide range of strategic advisory, tax, and accounting services to private clients and their businesses. The successful candidate will be expected to work cross-office and to help in the leadership of the Private Client Group.The responsibilitiesOversee a varied portfolio of UK and international trusts, estates, and associated high net worth individuals, ensuring accurate and timely client deliverables. Lead on the provision of advice to trustees, beneficiaries, and family offices on complex tax matters including trust structuring & restructuring, and operational tax matters. Provide ad hoc technical support to other colleagues on trust projects.Oversee the preparation of trust accounts, including undertaking technical reviews for complex cases.Help to maintain & enhance the firm’s strong professional relationships amongst other intermediaries and professional bodies, taking a technical lead with external bodies (including HMRC) and representing the firm at industry conferences and similar events.Mentor junior team members, reviewing their work and contributing to internal training on trust taxation and private client updates.The teamThe Private Client Group advises individuals and their associated entities. The position will require a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently. Candidates should be ACA/ACCA qualified, as well as having significant tax experience, which may or may not be formally accredited. The successful candidate will possess a wide range of financial and tax advisory experience, including involvement in related personal tax work. The firm will provide training and support to help develop the successful candidate’s specialist knowledge and capabilities.Reward and benefitsA 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 usSaffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. 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, Diversity & InclusionEquality, 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.We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength.
SENIOR PRIVATE CLIENT EXECUTIVE in London employer: Saffery Champness
Saffery LLP is an exceptional employer that prioritises the well-being and growth of its employees, offering a flexible hybrid working policy and a supportive work culture. With a strong commitment to equality, diversity, and inclusion, the firm fosters an environment where every individual can thrive, while providing excellent benefits such as a contributory pension scheme and a profit-sharing plan. Located in London, this role as a Senior Data Analyst not only allows for professional development through challenging projects but also connects you with a global network of industry leaders.
