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Senior - Trust Accounts and Tax

Company: Saffery

Location: Bristol, London

Posted: June 19, 2026

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Position Details

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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