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- Tasks: Manage a portfolio of high-net-worth clients and prepare their tax returns.
- Company: Join Saffery LLP, a leading UK accountancy firm with a friendly culture.
- Benefits: Enjoy a hybrid working policy, 25 days leave, and a contributory pension scheme.
- Why this job: Broaden your tax compliance experience while making a real impact for diverse clients.
- Qualifications: A-level education and ideally CTA qualified, with 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 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.
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.
- Candidates must be educated to at least ‘A' level standard and ideally graduate level. He/she should have obtained the CTA qualification.
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.
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.
Senior 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 Senior 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 Senior Associate role.
✨Tip Number 2
Prepare for interviews by researching common questions related to personal tax and high-net-worth clients. Practice your responses and think of examples from your experience that showcase your skills in compliance and client management.
✨Tip Number 3
Show off your personality! When you get the chance to meet potential employers, let your enthusiasm shine through. They’re looking for someone who’s not just qualified but also a great fit for their team culture.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our fantastic team at Saffery LLP.
We think you need these skills to ace Senior 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 qualifications, like your CTA, to show us you're the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about personal tax and how your experience aligns with our values. Be genuine and let your personality come through!
Showcase Your Communication Skills: As a Senior Associate, you'll need to liaise with clients and colleagues. In your application, demonstrate your communication skills by being clear and concise. We want to see how you can effectively convey complex information.
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. Plus, we love seeing applications come in through our own platform!
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. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in the field.
✨Show Off Your Communication Skills
Since you'll be liaising with clients and intermediaries, practice articulating complex tax concepts in simple terms. Think of examples where you've successfully communicated with clients or resolved queries, as this will highlight your interpersonal skills.
✨Demonstrate Problem-Solving Ability
Prepare to share instances where you've used your initiative to solve problems or improve processes. This role requires a proactive approach, so showcasing your ability to think on your feet will impress the interviewers.
✨Be Organised and Timely
Given the importance of deadlines in tax compliance, come prepared with examples of how you've managed multiple tasks efficiently. Discuss your organisational strategies and tools you use to keep track of client portfolios and deadlines.
