At a Glance
- Tasks: Prepare trust accounts and tax returns for high-net-worth clients, including UK and offshore trusts.
- Company: Join Saffery LLP, a leading accountancy firm with a friendly and supportive culture.
- Benefits: Enjoy a hybrid working policy, 25 days annual leave, and a contributory pension scheme.
- Other info: Be part of a diverse team committed to equality and personal growth.
- Why this job: Make a real impact while building relationships with clients and enhancing your career.
- Qualifications: Experience in trust accounts and tax, with strong organisational and interpersonal skills.
The predicted salary is between 50000 - 60000 € per year.
The Role
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.
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 Us
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.
Equality, Diversity & Inclusion
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. We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.
Senior - Trust Accounts and Tax in Bristol employer: Saffery
Saffery LLP is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive work culture where individual contributions are valued. With a flexible hybrid working policy, generous benefits including a contributory pension scheme and profit-sharing plan, and a commitment to equality, diversity, and inclusion, Saffery provides a rewarding environment for professionals in trust accounts and tax to thrive and build meaningful relationships with clients. Join us to be part of a team that not only excels in client service but also invests in your personal and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Senior - Trust Accounts and Tax in Bristol
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Ace the Interview
Prepare for your interviews by researching common questions and practicing your answers. But don’t just rehearse; be ready to showcase your personality and how you can contribute to the team. Remember, they want to see the real you!
✨Follow Up
After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest opportunities and updates about our growing team.
We think you need these skills to ace Senior - Trust Accounts and Tax in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Trust Senior role. Highlight your bookkeeping and tax return preparation experience, as well as any relevant client interaction you've had. We want to see how you can contribute to our growing team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about trust accounts and tax, and how your background makes you a great fit for us. Don’t forget to mention your enthusiasm for building relationships with clients and trustees.
Showcase Your Organisational Skills:In your application, give examples of how you've managed multiple tasks or projects effectively. We’re looking for someone who can handle a busy workload while meeting deadlines, so let us know how you’ve done this in the past!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Saffery
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trust accounts and tax regulations, especially regarding UK and offshore trusts. Familiarise yourself with the specific responsibilities mentioned in the job description, like preparing tax returns and bookkeeping for trusts.
✨Showcase Your Interpersonal Skills
Since the role involves building relationships with trustees and clients, be prepared to discuss your experience in managing client relationships. Share examples that highlight your communication skills and how you've successfully collaborated with others in a team setting.
✨Demonstrate Problem-Solving Abilities
Think of scenarios where you've had to use your initiative to solve problems, particularly in a financial context. Be ready to explain your thought process and how you approached challenges, as this will show your potential employer that you're proactive and resourceful.
✨Prepare Questions About Career Progression
Since the role offers opportunities for career growth, come prepared with questions about how the company supports professional development. This shows your commitment to a long-term career in trust accounts and tax, which aligns with what they’re looking for in a candidate.
