High-Net-Worth Private Client Tax Associate (Hybrid)

Saffery; High Wycombe; Hybrid; GBP 40,000 - 70,000; Full time

Benefits offered by this job

35-hour week with hybrid policy

Contributory pension scheme

25 days annual leave

Life Assurance cover

Profit-Sharing Plan

Job summary

Saffery LLP in the UK is seeking a tax professional to manage a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciled individuals, with responsibility for preparing their tax returns and related computations.

Based in Bristol, Bournemouth, High Wycombe or Peterborough, the role offers hybrid working and the opportunity to commence or complete study towards becoming a Chartered Tax Adviser.

Qualifications

• Experience in running day-to-day compliance for a portfolio of clients.
• Experience in supporting ad hoc advisory work for clients.
• Good IT skills and ability to solve problems.
• Excellent organisational and interpersonal skills with accurate work.
• Confident communicator liaising with clients and intermediaries.
• Ability to use initiative to meet deadlines.

Responsibilities

• Prepare tax returns for high-net-worth private clients (trusts, partnerships, non-UK domiciliaries).
• Prepare business tax and CGT computations.
• Respond to client queries and liaise with HMRC on client affairs.

Skills

Self-motivated

Compliance experience

Ad hoc advisory work

Initiative & problem solving

Organisational & interpersonal skills

Client liaison & communication

IT skills

Job description

Saffery LLP in the UK is seeking a tax professional to manage a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciled individuals, with responsibility for preparing their tax returns and related computations.

Based in Bristol, Bournemouth, High Wycombe or Peterborough, the role offers hybrid working and the opportunity to commence or complete study towards becoming a Chartered Tax Adviser.