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⏰ Full Time

Senior - Trust Accounts and Tax

Saffery
Location 📍 Bristol, United Kingdom
Posted 📅 June 09, 2026
Work Type ⏰ Full Time

Position Overview

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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    Job Details

    Employment Type
    Full Time
    📊
    Category
    Financial Specialists
    🏠
    Work Arrangement
    On-site
    📍
    Location
    Bristol, United Kingdom