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 top UK 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: Flexible working hours and opportunities for career progression in a dynamic environment.
- 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. 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.
Senior - Trust Accounts and Tax 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 hybrid working policy, generous benefits including a contributory pension scheme and profit-sharing plan, and a commitment to career progression, this role in the Private Wealth and Estates Group provides a unique opportunity to build meaningful relationships while working with a diverse and dynamic team. Join us in a collaborative environment that fosters professional development and celebrates diversity.
StudySmarter Expert Advice🤫
We think this is how you could land Senior - Trust Accounts and Tax
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about introducing yourself. Building relationships can open doors that a CV just can’t.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how you can contribute to their growth. Tailor your responses to show you’re not just a fit for the role, but for the team too!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. The more comfortable you are, the better you’ll perform when it counts.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Senior - Trust Accounts and Tax
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Trust Senior. Highlight your experience in trust accounts and tax, and don’t forget to mention any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about working with trusts and how your background makes you a great fit for us. Keep it engaging and personal – we love getting to know our candidates!
Showcase Your Interpersonal Skills:Since this role involves building relationships with trustees and clients, make sure to highlight your interpersonal skills in your application. Share examples of how you've successfully communicated or collaborated in previous roles – we value team players!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application directly, and you’ll find all the details you need there. Plus, it shows you’re keen on joining our team!
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 those related to UK and offshore trusts. Familiarise yourself with the specific responsibilities mentioned in the job description, like bookkeeping and preparing tax returns, so you can confidently discuss your experience and how it aligns with the role.
✨Showcase Your Interpersonal Skills
Since this role involves building relationships with trustees and clients, be prepared to share examples of how you've successfully communicated and collaborated in previous roles. Highlight any experiences where you've had to deal with partners or clients directly, as this will demonstrate your confidence and interpersonal skills.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've encountered challenges in your work and how you resolved them. This could relate to meeting deadlines or managing complex tasks. Being able to articulate your problem-solving process will show that you're proactive and capable of handling the demands of the role.
✨Emphasise Your Team Player Attitude
The job requires a positive and enthusiastic team player, so be ready to discuss how you've contributed to team success in the past. Share stories that highlight your flexibility and willingness to support colleagues, as this will resonate well with the company's culture and values.
