At a Glance
- Tasks: Manage high-net-worth clients' tax returns and compliance with HMRC.
- Company: Join Saffery LLP, a top UK accountancy firm with a friendly culture.
- Benefits: Enjoy a hybrid working policy, 25 days leave, and a contributory pension scheme.
- Other info: Be part of a diverse team committed to equality and inclusion.
- Why this job: Broaden your tax experience while making a real impact for diverse clients.
- Qualifications: A-level education, ideally graduate level, and CTA qualification required.
The predicted salary is between 40000 - 50000 £ per year.
Please note, this position can be based out of any of our Bristol, Bournemouth or Peterborough offices.
The role involves managing a portfolio of high-net-worth private clients, including trusts, partnerships and non-UK domiciliaries. Responsibilities include:
- Preparation of tax returns for clients
- Preparation of business tax and CGT computations
- Responding to client queries
- Dealing with HM Revenue & Customs regarding clients’ affairs
This role offers an excellent range of work for someone with a background in tax compliance wishing to broaden their experience with a dedicated “private client” firm.
Key characteristics and skills required:
- Self-motivated, committed, and flexible team player
- Positive and enthusiastic attitude
- Ability to work with stretching targets and deadlines
- Experience in managing the day-to-day compliance affairs of a portfolio of clients
- Experience supporting the delivery of ad hoc advisory work
- Ability to use initiative and problem solve
- Excellent organisational and interpersonal skills
- Confident communicator
- Excellent IT skills
Candidates must be educated to at least ‘A’ level standard and ideally graduate level, and should have obtained the CTA qualification.
The Personal Tax team consists of over 120 employees across 9 UK offices. The team delivers exceptional quality compliance and advisory services to a wide range of high-net-worth private clients.
Reward and benefits:
- A 35-hour working week with a hybrid working policy
- Excellent benefits including contributory pension scheme, 25 days annual leave, Life Assurance cover, and flexible benefits
- Eligibility for the firm’s Profit-Sharing Plan
About us: Saffery LLP is an adviser to individuals and businesses across various sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK’s 15th largest accountancy firm.
Equality, Diversity & Inclusion: We prioritise equality, diversity and inclusion through our ED&I strategy, Everyone Belongs, aiming to improve diversity and strengthen our culture of inclusion.
Personal Tax Senior Associate in Peterborough employer: Saffery Champness
Join a leading firm that prioritises employee growth and well-being, offering a supportive work culture where your contributions are valued. As a Senior Manager in our Tax Advisory Team, you'll enjoy a flexible hybrid working policy, excellent benefits including a contributory pension scheme and generous annual leave, and the opportunity to develop your expertise while mentoring junior team members. With a strong commitment to equality, diversity, and inclusion, we ensure that everyone feels they belong, making this an exceptional place to advance your career.
