Senior Associate - Trust Accounts and Tax

We are recruiting a Trust Senior Associate to join and complement the trust team within the Private Wealth and Estates Group.

The team is continuing to grow in response to increasing client demand, making this an excellent opportunity to join at an exciting stage of its development and play a key role in its future success.

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.

• Preparing trust accounts
• Assisting with the administration of trusts (including monitoring cashflow and making payments as well as HMRC TRS and AEOI and French reporting requirements)
• Bookkeeping for trusts
• 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 team is continuing to grow in response to increasing client demand, making this an excellent opportunity to join at an exciting stage of its development and play a key role in its future success.

You will be passionate about growing your career in trust accounting and taxation, bringing experience in trust accounts and a genuine enthusiasm for continuing to develop your expertise. You'll enjoy building trusted relationships with clients and partners, thrive in a collaborative environment, and take pride in delivering high-quality work. With a proactive and solutions-focused approach, you'll be motivated by new challenges, embrace opportunities to learn, and contribute positively to the success of the team.

Above all, you'll bring energy, curiosity and a positive mindset, helping to create an environment where both you and those around you can thrive.

• 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 10am - 4pm)
• 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 which is paid in December.

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.

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.