Private Client Tax Associate - Hybrid, Study Support

Saffery Champness; United Kingdom; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Hybrid working policy

25 days annual leave

Life Assurance

Profit-Sharing Plan

Job summary

Saffery LLP is seeking a tax professional to manage a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. You will prepare tax returns and tax computations, and respond to client queries while liaising with HMRC.

Based in Bristol, Bournemouth, High Wycombe or Peterborough, the role offers hybrid working and the chance to commence or complete the Chartered Tax Adviser qualification.

Qualifications

• Experience in running day-to-day compliance affairs of a portfolio of clients reporting to a portfolio manager.
• Experience supporting ad hoc advisory work for clients.
• Ability to use their own initiative and problem solve.
• Excellent organisational and interpersonal skills and ability to provide accurate work on time and cost-effectively.
• Confident communicator to liaise with clients, intermediaries and internal departments to gather tax return information.
• Excellent IT skills.

Responsibilities

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

Skills

Self-motivation

Compliance management

Advisory support

Problem solving

Organisational skills

Interpersonal skills

Client communication

IT skills

Team player

Timely delivery

Education

Chartered Tax Adviser study

Job description

Saffery LLP is seeking a tax professional to manage a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. You will prepare tax returns and tax computations, and respond to client queries while liaising with HMRC.

Based in Bristol, Bournemouth, High Wycombe or Peterborough, the role offers hybrid working and the chance to commence or complete the Chartered Tax Adviser qualification.