Personal Tax Senior Associate

Saffery Llp; EE. UU.; Híbrido; USD 60.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Profit-Sharing Plan

35-hour week with hybrid policy

25 days annual leave

Life Assurance

Descripción de la vacante

Saffery LLP, a leading private client accounting firm, seeks a tax professional to manage a portfolio of high-net-worth private clients including trusts and partnerships. You will prepare tax returns, business tax computations, and respond to client queries, liaising with HMRC as needed.

The Personal Tax team spans multiple UK offices and values expertise and reliability. We offer a 35-hour working week with a hybrid policy, a contributory pension, 25 days of annual leave, life assurance, and

Formación

• Portfolio management experience with high-net-worth private clients (trusts, partnerships, offshore interests) and ability to run day-to-day compliance.
• Experience responding to client queries and coordinating with HMRC.
• Strong organisational and interpersonal skills; proactive and self-motivated.

Responsabilidades

• Prepare tax returns for high-net-worth private clients including trusts, partnerships, and non-UK domiciliaries.
• Prepare business tax computations and CGT calculations; liaise with clients and HMRC.
• Handle client queries and ensure timely, cost-efficient completion of annual returns.

Descripción del empleo

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.

• 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.

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.

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.