Associate - Tax Services Group (Personal Tax)

Saffery Llp; Bournemouth; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading accountancy firm in Bournemouth is seeking a candidate to manage a portfolio of high-net-worth private clients, preparing tax returns and managing business tax compliance. The ideal candidate will have strong problem-solving and interpersonal skills, be proactive, and possess the ATT qualification while studying for the CTA. The role offers a hybrid working policy and comprehensive benefits, including a contributory pension and profit-sharing plan.

Benefits

Contributory pension

25 days annual leave

Profit-Sharing Plan

Qualifications

• Experience managing compliance of a client portfolio under a portfolio manager.
• Confident in liaising with clients and gathering tax information.

Responsibilities

• Manage a portfolio of high-net-worth private clients.
• Prepare tax returns and business tax computations.
• Respond to client queries.

Skills

Self-motivated

Problem-solving skills

Interpersonal skills

Excellent organizational skills

Strong IT skills

Education

A-level education, preferably with a degree

ATT qualification

Studying for or obtained the CTA qualification

Job description

Job Overview

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.

Qualifications & Experience

• 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 the ATT qualification and be studying for or have recently obtained the CTA qualification.

Company Overview

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.

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.

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.