At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and prepare their tax returns.
- Company: Join a leading private client firm with a diverse and supportive culture.
- Benefits: Enjoy a flexible hybrid working policy, 25 days leave, and a contributory pension scheme.
- Other info: Be part of a dynamic team focused on equality, diversity, and inclusion.
- Why this job: Broaden your tax compliance experience while making a real impact for clients.
- Qualifications: A-level education and ideally CTA qualified, with strong organisational skills.
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.
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.
Candidates must be educated to at least ‘A' level standard and ideally graduate level. He/she should have obtained the CTA qualification.
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.
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.
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 in Bournemouth employer: Saffery
Saffery Champness is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee well-being and professional growth. With a flexible hybrid working policy, generous benefits including a contributory pension scheme and 25 days of annual leave, employees are empowered to achieve a healthy work-life balance while engaging with a diverse portfolio of high-net-worth clients. The company's commitment to equality, diversity, and inclusion ensures that every team member feels valued and can thrive in their career.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior Associate in Bournemouth
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to current employees at firms you’re interested in. A friendly chat can sometimes lead to job opportunities that aren’t even advertised!
✨Ace the Interview
When you land that interview, prepare like it’s the final exam! Research the company, understand their values, and think of examples from your experience that showcase your skills. Remember, they want to see your personality too, so let your enthusiasm shine through!
✨Follow Up
After your interview, don’t just sit back and wait! Send a quick thank-you email to express your appreciation for the opportunity. It shows you’re keen and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’d be a perfect fit for the role!
✨Apply Through Our Website
Make sure to apply directly through our website! It not only streamlines your application but also shows us you’re genuinely interested in being part of our team. Plus, you’ll get the latest updates on openings and company news right from the source!
We think you need these skills to ace Personal Tax Senior Associate in Bournemouth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal Tax Senior Associate role. Highlight your tax compliance background and any relevant qualifications, like the CTA, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about working with high-net-worth clients and how your self-motivated attitude aligns with our team’s values. Keep it engaging and personal!
Showcase Your Communication Skills:As a confident communicator, it’s important to demonstrate your ability to liaise effectively with clients and colleagues. Use examples in your application that showcase your interpersonal skills and problem-solving abilities.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. 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
Make sure you brush up on your tax knowledge, especially around high-net-worth clients and compliance. Familiarise yourself with the latest regulations and common queries that might come up during the interview. This will show that you're not just qualified but genuinely interested in the role.
✨Showcase Your Client Management Skills
Be ready to discuss your experience managing client portfolios. Prepare examples of how you've handled client queries or complex tax situations in the past. This will demonstrate your ability to communicate effectively and manage relationships, which is crucial for this role.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've had to use your initiative to solve a problem, especially in a tax context. Highlighting your analytical skills and how you approach challenges will resonate well with the interviewers.
✨Emphasise Teamwork and Flexibility
Since the role requires being a committed team player, be prepared to share experiences where you've collaborated with others. Discuss how you adapt to changing priorities and deadlines, as this shows you're ready to thrive in a dynamic environment.
