Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage tax returns and client queries for high-net-worth individuals and trusts.
- Company: Join Saffery LLP, a leading UK accountancy firm with a friendly culture.
- Benefits: Enjoy a 35-hour week, hybrid working, 25 days leave, and profit-sharing.
- Why this job: Kickstart your career in tax with diverse clients and professional development opportunities.
- Qualifications: Self-motivated team player with tax compliance experience and strong communication skills.
- Other info: Be part of a supportive team focused on equality, diversity, and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
Please note, this position can be based out of either of our Bristol, Bournemouth or Peterborough offices.
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.
Key characteristics and skills required:
- 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.
The Tax Services Group South (TSGS) consists of over 55 employees spread over 4 UK offices (Bristol, Bournemouth, High Wycombe, and Peterborough). 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.
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.
Associate - Personal Tax (Tax Services Group) in Bournemouth employer: Saffery
Contact Detail:
Saffery Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate - Personal Tax (Tax Services Group) in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry, attend relevant events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that dream role with us.
✨Tip Number 2
Prepare for interviews by researching our firm and understanding our client base. Be ready to discuss how your skills can help us serve high-net-worth clients effectively. Show us you’re not just another candidate, but someone who truly gets what we do!
✨Tip Number 3
Practice your communication skills! As a confident communicator, you’ll need to liaise with clients and internal teams. Role-play common scenarios with friends or family to get comfortable discussing tax matters and client queries.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in joining our team at Saffery LLP.
We think you need these skills to ace Associate - Personal Tax (Tax Services Group) in Bournemouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your tax compliance background and any relevant client management experience to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re excited about this role and how your personal values align with ours. Share specific examples of your past work that demonstrate your self-motivation and problem-solving skills.
Showcase Your Communication Skills: Since you'll be liaising with clients and internal teams, it’s important to highlight your communication abilities. Use clear and concise language in your application to reflect your confidence and professionalism.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Saffery
✨Know Your Tax Stuff
Brush up on your knowledge of personal tax, especially around high-net-worth clients and trusts. Be ready to discuss specific tax compliance scenarios and how you would handle them, as this will show your understanding of the role.
✨Show Off Your Communication Skills
Since you'll be liaising with clients and HM Revenue & Customs, practice articulating complex tax concepts in simple terms. Prepare examples of how you've effectively communicated with clients in the past to demonstrate your interpersonal skills.
✨Demonstrate Problem-Solving Ability
Think of a time when you faced a challenging tax issue and how you resolved it. Be prepared to share this during the interview, as it will highlight your initiative and problem-solving skills, which are crucial for this role.
✨Familiarise Yourself with the Company Culture
Research Saffery LLP's values and their commitment to equality, diversity, and inclusion. Be ready to discuss how your own values align with theirs, as cultural fit is just as important as technical skills in this role.
