Senior Associate - Tax Services Group (Personal Tax)

Saffery; City of Edinburgh; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading accountancy firm in Edinburgh seeks a Tax Compliance Specialist to manage high-net-worth private clients, preparing tax returns and liaising with HMRC. Ideal candidates should be self-motivated with strong interpersonal and organizational skills, and must have experience in handling client compliance. This role features a hybrid work policy and comprehensive benefits package.

Benefits

Contributory pension

25 days annual leave

Life Assurance

Profit-Sharing Plan

Qualifications

• Experience managing the compliance affairs of a client portfolio.
• Ability to communicate effectively with clients and gather tax return information.
• Experience in a dedicated private client firm preferred.

Responsibilities

• Prepare tax returns, business tax and CGT computations.
• Respond to client queries and liaise with HMRC.
• Deliver ad hoc advisory work related to clients.

Skills

Self-motivated

Interpersonal skills

Organizational skills

Problem-solving

IT skills

Job description

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 involves preparing tax returns, business tax and CGT computations, responding to client queries, and liaising with HM Revenue & Customs regarding client affairs.

This position 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 serving a diverse client base.

You

Key characteristics and skills required include:

• Self-motivated, committed, flexible team player with a positive attitude, capable of working towards challenging targets and deadlines.
• Experience managing the compliance affairs of a client portfolio, reporting to a portfolio manager.
• Support experience in delivering ad hoc advisory work related to clients.
• Ability to use initiative and solve problems effectively.
• Excellent organizational and interpersonal skills, with a focus on accuracy, timeliness, and cost-efficiency.
• Confident in communicating with clients, intermediaries, and internal departments to gather tax return information.
• Strong IT skills.

The team

The Tax Services Group North (TSGN) comprises over 50 employees across four UK offices—Edinburgh, Inverness, Leeds, and Manchester. The team provides high-quality compliance and advisory services to high-net-worth private clients, including those with UK and offshore interests, property owners, business owners, partnerships, and trusts.

Reward and benefits

• 35-hour workweek with a hybrid policy allowing up to three days of remote work per week (core hours are 10-4).
• Comprehensive benefits including contributory pension, 25 days of annual leave, 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 provides accountancy, audit, business advisory, tax, and VAT services to individuals and businesses across various sectors. Established in 1855, it is the UK's 15th largest accountancy firm.

At Saffery, we value our people and foster a friendly, high-performing environment. We are part of Nexia, an international network offering global insights.

Equality, Diversity & Inclusion

We prioritize ED&I through our 'Everyone Belongs' strategy, aiming to foster a diverse and inclusive culture. We welcome applications from all backgrounds, emphasizing that individual differences are a strength. Our values include excellence, integrity, enthusiasm, and collegiality, where potential meets personal growth.