Associate - Tax Services Group (Personal Tax)

Saffery; Bournemouth; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading UK tax compliance firm seeks a motivated tax semi-senior to manage a portfolio of high-net-worth clients. The successful candidate will handle tax returns and computations, have opportunities for professional growth towards becoming a Chartered Tax Adviser, and enjoy a hybrid working arrangement with comprehensive benefits.

Benefits

35-hour workweek

Hybrid working policy

Contributory pension

25 days annual leave

Life Assurance

Profit-sharing plan

Paid overtime

Qualifications

• Experience managing compliance of a client portfolio.
• Strong problem-solving skills and proactive attitude.
• Confident in liaising with clients and internal teams.

Responsibilities

• Manage a portfolio of high-net-worth private clients.
• Prepare tax returns and business tax computations.
• Respond to client queries and liaise with HM Revenue & Customs.

Skills

Self-motivated

Problem-solving

Organisational skills

Interpersonal skills

Client liaison

Flexibility

IT skills

Education

A level education

ATT qualification

CTA qualification (ongoing or recently obtained)

Job description

We are currently recruiting motivated and confident tax semi-seniors to join our team.

The role

A successful candidate will manage a portfolio of high-net-worth private clients, including trusts, partnerships, and non-UK domiciliaries. Responsibilities include preparing tax returns, business tax and CGT computations, responding to client queries, and liaising with HM Revenue & Customs regarding client affairs.

This role offers diverse work for those with a background in tax compliance seeking to expand their experience within a dedicated private client firm. The successful candidate will have the opportunity to begin or continue their journey towards becoming a Chartered Tax Adviser.

Key characteristics and skills required:

• Self-motivated, committed, and a flexible team player with a positive attitude, capable of meeting challenging targets and deadlines.
• Experience managing the day-to-day compliance of a client portfolio under a portfolio manager.
• Supportive of ad hoc advisory work related to clients.
• Proactive, with strong problem-solving skills.
• Excellent organisational and interpersonal skills, delivering accurate work efficiently.
• Confident in liaising with clients, intermediaries, and internal teams to gather tax information for annual returns.
• Strong IT skills.
• Educated to at least 'A' level, preferably with a degree. Candidates should have ATT qualification and be studying for or have recently obtained CTA qualification.

The team

The Tax Services Group (TSG) comprises over 60 professionals across four UK offices: Bristol, Bournemouth, High Wycombe, and Peterborough. We provide high-quality compliance and advisory services to a broad range of high-net-worth private clients, including those with UK and offshore interests, property owners, business owners, partnerships, and trusts.

Reward and benefits

• 35-hour workweek with a hybrid working policy allowing up to three days remote work (core hours 10-4).
• Comprehensive benefits including a contributory pension, 25 days annual leave, Life Assurance, flexible benefits, and family-friendly policies.
• Eligibility for the firm's Profit-Sharing Plan, paid in December.
• Paid overtime or time off in lieu.

About us

Saffery LLP provides accounting, audit, business advisory, tax, and VAT services to individuals and businesses since 1855. We are the UK's 15th largest accountancy firm. Our culture values friendly, talented individuals committed to excellence, both for our clients and our staff. As part of Nexia, an international network, we offer global insights and opportunities.

Equality, Diversity & Inclusion

We prioritize ED&I through our 'Everyone Belongs' strategy, fostering a positive, inclusive work environment. We welcome applicants from all backgrounds, believing that diversity enhances our collective strength. At Saffery, potential meets personal development.