Senior Associate - Tax Services Group (Personal Tax)

Saffery; Bournemouth; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading UK accountancy firm is recruiting a Tax Senior Associate in Bournemouth. This role involves managing high-net-worth clients' tax portfolios while providing compliance and advisory services. Candidates should be CTA qualified and possess strong problem-solving and organizational skills, with a competitive benefits package including a hybrid working policy.

Benefits

Contributory pension

25 days holiday

Life Assurance

Flexible benefits

Family-friendly policies

Profit-Sharing Plan eligibility

Paid overtime or time off in lieu

Qualifications

• Experience managing tax compliance for a client portfolio.
• Strong IT and interpersonal skills.
• Commitment as a flexible team player.

Responsibilities

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

Skills

Proactive problem-solving

Organizational skills

Interpersonal skills

IT skills

Education

Educated to at least 'A' level

CTA qualified

University degree (ideal)

Job description

We are currently recruiting a motivated and confident Tax Senior Associate to join our team.

The Role

The successful candidate will manage a portfolio of high-net-worth private clients, including trusts, partnerships, and non-UK domiciliaries. Responsibilities include preparing tax returns, business tax and CGT computations, responding to client queries, and liaising with HM Revenue & Customs regarding clients' affairs.

This role offers a broad range of work for individuals with a background in tax compliance who wish to expand their experience within a dedicated private client firm with a diverse client base.

Candidate Requirements

• Self-motivated, committed, and flexible team player with a positive attitude, able to meet challenging targets and deadlines.
• Experience managing the day-to-day compliance for a client portfolio, reporting to a portfolio manager.
• Supportive of ad hoc advisory work related to clients.
• Proactive problem-solving skills and initiative.
• Excellent organizational and interpersonal skills, delivering accurate work efficiently.
• Confident in liaising with clients, intermediaries, and internal departments to gather tax return information.
• Strong IT skills.
• Educated to at least 'A' level, ideally with a university degree, and CTA qualified.

The Team

The Tax Services Group (TSG) comprises over 60 employees across four UK offices: Bristol, Bournemouth, High Wycombe, and Peterborough. The team provides high-quality compliance and advisory services to high-net-worth private clients, including those with UK and offshore interests, property owners, and trust and partnership clients.

Rewards and Benefits

• 35-hour workweek with a hybrid working policy, allowing up to three days remote work (core hours 10-4).
• Competitive benefits including contributory pension, 25 days holiday, Life Assurance, flexible benefits, and family-friendly policies.
• Eligibility for the firm's Profit-Sharing Plan, paid in December.
• Paid overtime or time off in lieu.

About Us

Saffery LLP, founded in 1855, is a leading UK accountancy firm and a member of Nexia, an international network of independent firms. We provide a range of services including accounting, audit, business advisory, tax, and VAT, serving individuals and businesses across various sectors.

Our Commitment to Inclusion

We prioritize equality, diversity, and inclusion through our 'Everyone Belongs' ED&I strategy, fostering a positive, inclusive workplace. We welcome applicants from all backgrounds, believing that diversity enhances our collective strength.