Hybrid Private Client Tax Senior Advisor

Saffery Champness; Leeds; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

35‑hour week

Hybrid working

Pension scheme

25 days leave

Life Assurance

Flexible benefits

Family friendly policies

Profit-sharing plan

Job summary

Saffery LLP in Leeds is seeking a tax professional to manage a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. The role focuses on the preparation of tax returns, business tax and CGT computations and addressing client queries.

You will join a Personal Tax team of over 120 staff across 9 UK offices, benefitting from a 35-hour week with hybrid working, 25 days leave, Life Assurance and a broad benefits package.

Qualifications

• Experience in running the day-to-day compliance affairs of a portfolio of clients reporting to a portfolio manager.
• Experience delivering ad hoc advisory work connected to the client.
• Ability to use own initiative and to problem solve.
• Excellent organisational and interpersonal skills and ability to produce accurate work in a timely and cost-effective manner.
• Confident communicator to liaise with the client, intermediaries and other internal departments to gather the clients tax return information to complete their annual return.
• Excellent IT skills.

Responsibilities

• Prepare tax returns for a portfolio of high-net-worth private clients including trusts, partnerships and non-UK domiciliaries.
• Prepare business tax and CGT computations for these clients.
• Prepare responses to client queries and deal with HM Revenue & Customs for client affairs.

Skills

Self-motivated

Compliance management

Advisory work support

Initiative

Organisation

Communication

IT skills

Job description

Saffery LLP in Leeds is seeking a tax professional to manage a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. The role focuses on the preparation of tax returns, business tax and CGT computations and addressing client queries.

You will join a Personal Tax team of over 120 staff across 9 UK offices, benefitting from a 35-hour week with hybrid working, 25 days leave, Life Assurance and a broad benefits package.