Personal Tax Associate

Saffery; Bournemouth; On-site; GBP 42,000 - 65,000; Full time

Benefits offered by this job

Hybrid working

Home working up to 3 days/week

Pension scheme

25 days annual leave

Life Assurance cover

Profit-Sharing Plan

Job summary

Saffery LLP is seeking a tax compliance professional to join the Private Client team, handling a portfolio of high-net-worth clients including trusts, partnerships and non-UK domiciliaries. The role focuses on preparing tax returns and related computations, with HMRC queries managed as part of the client service.

Based in one of our UK offices (Bristol, Bournemouth, High Wycombe or Peterborough), the successful candidate will have the opportunity to commence or complete study towards Chartered

Qualifications

• Experience in running day-to-day compliance for a portfolio of clients.
• Experience supporting ad hoc advisory work related to the client.
• Ability to use own initiative and problem solve.
• Excellent organisational and interpersonal skills; accurate, timely work.
• Confident communicator to liaise with clients and intermediaries.

Responsibilities

• Prepare tax returns for a portfolio of high-net-worth private clients.
• Prepare business tax and CGT computations.
• Respond to client queries and liaise with HMRC.
• Assist with ad hoc advisory work and client service.

Skills

Tax compliance

Client liaison

Ad hoc advisory support

Problem solving

Organisation

Communication

IT skills

Education

CTA study towards Chartered Tax Adviser

Job description

Please note, this position can be based in any of our Bristol, Bournemouth, High Wycombe or Peterborough offices.

The role

A successful candidate will be responsible for a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. The role will include the preparation of tax returns for those clients, preparation of business tax and CGT computations, preparing responses to client queries and dealing with HM Revenue & Customs in connection with the clients' affairs.

The role provides an excellent range of work for someone with a background in tax compliance wishing to broaden their experience with a dedicated "private client" firm with a diverse client base. We are offering the successful candidate the opportunity to commence or complete their study towards becoming a Chartered Tax Adviser.

You

• Self-motivated, committed, and flexible team player, with a positive and enthusiastic attitude and the ability to work with stretching targets and deadlines.
• Experience in running the day-to-day compliance affairs of a portfolio of clients reporting to a portfolio manager.
• Experience of supporting the delivery of ad hoc advisory work connected to the client.
• The ability to use their own initiative and to problem solve.
• Excellent organisational and interpersonal skills and provide 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.

The Team

The Personal Tax team consists of over 120 employees spread over 9 UK offices (Bristol, Bournemouth, High Wycombe, Peterborough, Edinburgh, Inverness, Leeds, London and Manchester). The team delivers exceptional quality compliance and advisory services to a wide range of high-net-worth private clients, these include those with UK and offshore interests, property owners, business owners, partnerships and trusts.

Reward and benefits

• A 35-hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4).
• Excellent benefits including contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies.
• Eligibility for the firm's Profit-Sharing Plan. Paid in December.

About us

Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK's 15th largest accountancy firm.

When you work with us at Saffery, you work with people who know your name, not just a job title. We're a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We're committed to our clients, but also to our greatest asset - our people.

As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we've got access to local insight on a global scale.

Equality, Diversity & Inclusion

Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top.

Built on values of excellence, integrity, collaborative, progressive and responsible, Saffery is where Potential meets Personal.