Personal Tax Senior Associate/ Assistant Manager

Personal Tax Senior Associate/ Assistant Manager

Full-Time 40000 - 50000 £ / year (est.) No working from home possible
Saffery Champness

At a Glance

  • Tasks: Manage personal tax compliance for individuals, trusts, and partnerships while providing tailored advice.
  • Company: Join Saffery LLP, a top UK accountancy firm with a friendly and inclusive culture.
  • Benefits: Enjoy a 35-hour work week, hybrid working, 25 days leave, and a contributory pension scheme.
  • Other info: Be part of a diverse team dedicated to excellence and inclusion.
  • Why this job: Make a real impact in personal tax while growing your career in a supportive environment.
  • Qualifications: Experience in personal tax compliance and strong communication skills are essential.

The predicted salary is between 40000 - 50000 £ per year.

We are recruiting for an experienced Senior Associate or Assistant Manager with a focus on the management of the personal tax compliance cycle. The role includes the provision of ad hoc advice related to the annual compliance cycle to our growing portfolio of individuals, trusts, partnerships, LLPs across a range of sectors, particularly landed estates and rural businesses.

Key characteristics and skills required:

  • A positive and enthusiastic attitude.
  • A high level of motivation, ability and commitment.
  • Previous relevant experience of management as they will be managing their own portfolio whilst also being responsible for reviewing the work of more junior tax staff.
  • Experience in the delivery and management of personal tax compliance services.
  • Excellent organisational and prioritisation skills are essential to ensure all deadlines are met.
  • Experience in the provision of tailored advice, including inheritance and capital gains tax planning, international tax aspects, and trust planning.
  • Broad base of advisory experience to permit work in most if not all of the above areas.
  • From a professional services background.
  • A confident communicator to colleagues, partners and clients.
  • Comfortable working on their own initiative as well as being a good team player.
  • High attention to detail and the ability to work in a timely manner.
  • Excellent IT skills.

The Team

The Personal Tax team consists of over 120 employees spread over 8 UK offices (Bristol, Bournemouth, High Wycombe, Peterborough, Edinburgh, Inverness, Leeds and Manchester). The team delivers exceptional quality compliance and advisory services to a wide range of high-net-worth private clients, including those with UK and offshore interests, property owners, business owners, partnerships and trusts.

Rewards/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.

About Us

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. We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.

Personal Tax Senior Associate/ Assistant Manager employer: Saffery Champness

At Saffery LLP, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that values individual contributions. With a focus on personal and professional growth, our employees benefit from a flexible hybrid working policy, generous annual leave, and a commitment to equality and diversity. Join us in a role where your expertise in personal tax compliance will be recognised and rewarded, while you work alongside a talented team dedicated to delivering outstanding service to our diverse portfolio of clients.

Saffery Champness

Contact Details:

Saffery Champness Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Personal Tax Senior Associate/ Assistant Manager

Tip Number 1

Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that perfect role.

Tip Number 2

Prepare for interviews by researching the company and the role thoroughly. We recommend practising common interview questions and even doing mock interviews with friends. The more prepared you are, the more confident you'll feel when it’s time to shine!

Tip Number 3

Showcase your expertise! Bring along examples of your previous work or case studies that highlight your skills in personal tax compliance. We want to see how you’ve tackled challenges and delivered results in your past roles.

Tip Number 4

Don’t forget to follow up after your interviews! A simple thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the position. And remember, apply through our website for the best chance at landing that job!

We think you need these skills to ace Personal Tax Senior Associate/ Assistant Manager

Personal Tax Compliance Management
Advisory Skills
Inheritance Tax Planning
Capital Gains Tax Planning
International Tax Knowledge
Trust Planning
Portfolio Management

Some tips for your application 🫡

Show Your Enthusiasm:When writing your application, let your positive attitude shine through! We love seeing candidates who are genuinely excited about the role and our team. A little enthusiasm can go a long way in making your application stand out.

Tailor Your Experience:Make sure to highlight your relevant experience in personal tax compliance and advisory services. We want to see how your background aligns with the key characteristics we’re looking for, so don’t be shy about showcasing your skills!

Be Organised:Since excellent organisational skills are essential for this role, structure your application clearly. Use headings, bullet points, and concise language to make it easy for us to read and understand your qualifications.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our fantastic team!

How to prepare for a job interview at Saffery Champness

Know Your Tax Stuff

Brush up on personal tax compliance and the specific areas mentioned in the job description, like inheritance and capital gains tax planning. Be ready to discuss your previous experience and how it relates to managing a portfolio and providing tailored advice.

Show Off Your Organisational Skills

Prepare examples that demonstrate your excellent organisational and prioritisation skills. Think of times when you successfully met tight deadlines or managed multiple tasks, especially in a professional services environment.

Be a Confident Communicator

Practice articulating your thoughts clearly and confidently. You’ll need to communicate effectively with colleagues, partners, and clients, so consider role-playing common interview questions with a friend to build your confidence.

Emphasise Teamwork and Initiative

Highlight your ability to work both independently and as part of a team. Share specific examples of how you've contributed to team success while also taking the initiative on projects, especially in a tax-related context.