Personal Tax Associate

Saffery Llp; United States; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

25 days leave

Life Assurance

Flexible benefits

Profit-sharing plan

Job summary

Saffery LLP is seeking a dedicated private client tax professional to manage a portfolio of high-net-worth clients, including trusts and partnerships. The role involves preparing tax returns, calculating business tax and CGT, and responding to client queries while coordinating with HM Revenue & Customs.

The successful candidate will have a background in tax compliance and may begin or continue study towards becoming a Chartered Tax Adviser, within a firm known for its specialist private client

Qualifications

• Experience in running day-to-day compliance for a client portfolio.
• Experience supporting ad hoc advisory work for clients.
• Ability to use initiative and solve problems.
• Excellent organisational and interpersonal skills with timely, cost-conscious work.

Responsibilities

• Manage day-to-day compliance for a portfolio of high-net-worth clients.
• Prepare tax returns, business tax and CGT computations for clients.
• Respond to client queries and liaise with HMRC where needed.
• Collaborate with the private client team across offices.

Skills

Private client tax

Portfolio management

Communication skills

Problem solving

Organizational skills

IT skills

Job description

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.

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., Saffery is a partner-led and people-focused firm of chartered accountants, tax and business advisers. Since 1855, we've built long-term relationships with our diverse, high-profile clients, across varied and specialised sectors. As a proud member of Nexia, a worldwide network of trusted member firms, we've got access to local insight on a global scale. We pride ourselves on our informal and inclusive culture, building an environment where people can be themselves and enjoy challenging, interesting, rewarding careers. When you work with Saffery, the well-respected accountancy firm where heritage meets ambition, you work with people who know your name. Who know you as a human being, not just a job title. Everyone belongs here. Always.

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.

• 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. 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.

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.