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Senior - Trust Accounts and Tax

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Saffery
πŸ“ Bristol, United Kingdom
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Location Bristol
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Posted June 12, 2026
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Commute Local Area
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Job Description

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.

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    πŸ“ Location Details

    πŸŒ†
    City
    Bristol
    πŸ—ΊοΈ
    Country
    United Kingdom
    πŸš—
    Commute
    Local Area

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