Trust Accounts and Tax Manager

The ideal candidate will be committed to a career in trust accounting and tax and will have strong experience in this area and currently operating in the capacity as a manager (or assistant manager ready for this role). The role We are seeking a bright and ambitious manager 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 involve managing a portfolio of trust clients for the wealthiest of our private clients and this will include all aspects of trusts from managing the trust administration, accounts and tax return preparation through to complex advisory and inheritance tax matters. The main responsibilities will include: Supporting the team to manage workloads, provide technical support and guidance and ensuring the correct processes are followed. Managing client relationships, ensuring all communication and work is completed efficiently, at the correct level and within budgets/quotes. Reviewing accounts and tax returns prepared by the team for the clients within your portfolio as well as high level review for clients managed by others in the team. Providing realistic quotes for new work when the opportunities arise, ensuring these are profitable and our costs are 100% recoverable. Overseeing the trust administration and preparation processes particularly for the clients that you manage. Assisting senior managers/partners with various advisory work and projects as required. The opportunity to build meaningful relationships with trustees, their advisors and the beneficiaries. The individual Candidates will be committed to a career in trusts and will have strong relevant experience in this area. Candidates will also be a team player with a positive and enthusiastic attitude. Candidates will be decisive and keen to improve processes and ways of working to ensure efficiency. Candidates will be good communicators, ensuring communication internally and externally is responsive, clear, concise, proactive, relevant to the recipients’ needs and is as regular as required. Experience of running a portfolio of trust clients, including organising the delivery of work, problem solving and the ability to use your own initiative is essential as well as experience of advising trustees on various trust matters. Previous experience of using computerized accounting or tax packages is useful. The firm uses Digita and CCH Trust Accounts. Education and experience Candidates should ideally be CTA, STEP or accounts qualified. Previous experience of trust accounts and tax matters is essential. The team Our trust team sits within the Accounts and Trust Team of the Private Wealth Estates Group. We provide a partner lead service, dealing with all matters for both UK and offshore trusts. The team consists of 4 core trust team members ranging from senior manager to trust administrator as well as a number of other members of the Accounts and Trust Team. The office We are a leading firm of Chartered Accountants and business advisers with offices in Bristol. Our Bristol office is home to 6 partners and 70+ members of staff. 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 depending on business needs (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. Equality, Diversity & Inclusion 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. We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.

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