Private Client Tax Associate — Hybrid Work, High-Net-Worth

Saffrey LLP; Bristol; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading UK accountancy firm is seeking a candidate to manage a portfolio of high-net-worth private clients, including trusts and partnerships. Responsibilities include preparing tax returns and handling queries related to clients' affairs, as well as engaging with HM Revenue & Customs. This role offers the opportunity to undertake studies towards becoming a Chartered Tax Adviser while enjoying a hybrid working policy and excellent benefits.

Benefits

Contributory pension scheme

25 days annual leave

Life Assurance cover

Profit-Sharing Plan

Qualifications

• Experience in managing compliance affairs for high-net-worth clients is essential.
• Ability to work with targets and deadlines, showing flexibility.
• Strong communication skills to liaise with clients and internal teams.

Responsibilities

• Manage a portfolio of high-net-worth private clients.
• Prepare tax returns and respond to client queries.
• Deal with HM Revenue & Customs on client matters.

Skills

Self-motivated

Excellent IT skills

Excellent organisational and interpersonal skills

Confident communicator

Ability to problem solve

Education

Chartered Tax Adviser qualification (or working towards)

Job description

A leading UK accountancy firm is seeking a candidate to manage a portfolio of high-net-worth private clients, including trusts and partnerships. Responsibilities include preparing tax returns and handling queries related to clients' affairs, as well as engaging with HM Revenue & Customs. This role offers the opportunity to undertake studies towards becoming a Chartered Tax Adviser while enjoying a hybrid working policy and excellent benefits.