Senior (Trust Accounts & Tax) - Bristol
Job title: Senior (Trust Accounts & Tax)
Department: Private Wealth and Estates Group
Job Type: Permanent
We are seeking an ambitious trust senior 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 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. The main responsibilities will include:
Bookkeeping for trusts and offshore companies
Assisting with the administration of trusts
Preparing trust/offshore company accounts
Preparing trust (and possibly personal) tax returns
Assisting with various advisory work and projects
The successful candidate will have the opportunity to build meaningful relationships with trustees, their advisors and the beneficiaries. We offer a busy workload and the opportunity for career progression for the right candidate.
The team consists of 4 core trust team members ranging from senior manager to senior and work with a number of other members of the Accounts, Personal Tax and Administration Teams.
Our Bristol office opened in 1998 and has since experienced significant growth. Its team advises a wide range of regional and national business organisations at all stages of growth and development, providing a comprehensive suite of accounting and tax services.
Candidates should ideally be ACA, CTA or STEP qualified however AAT or ATT qualified candidates with the relevant experience would also be considered. Previous experience of using accounts and/or tax return software is required ideally.
A 35-hour working week with flexibility around the core hours of 10am-12pm / 2pm-4pm
Paid overtime or time off in lieu (pre-approved and only where required).
Working from home allowance of £25 a month.
Eligibility for the firm’s Profit Sharing Plan that runs from October to September each year. The scheme enables staff to share in the profits of the firm.
Twenty-three days annual leave with an additional day added after each years’ service.
In addition, under the SeleCt flexible benefits programme, employees are entitled to buy or sell up to five days holiday a year, subject to manager approval.
Life assurance cover of three times salary, which you may increase to four x salary under the SeleCt flexible benefit programme
Contributory pension scheme (The firm will contribute 4% of salary on a matched basis with employee after six months service)
Six-month probationary period.
Access to a number of other benefits with preferential rates under the SeleCt flexible benefit programme, which include; health screening/GP support, critical illness cover, dental and optical plan and private medical insurance (dependent on the level of the role). More information can be found online.
Reward gateway includes benefits such as discounted retail, travel & activities.