Personal Tax Associate

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

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

Key Characteristics And Skills Required

• 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.

We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, collaborative, progressive and responsible, Saffery is where Potential meets Personal.