At a Glance
- Tasks: Manage high-net-worth clients' tax returns and provide expert advisory services.
- 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.
- Other info: Be part of a diverse team committed to equality and personal growth.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: A-level education and CTA qualification preferred; experience in tax compliance is essential.
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 day-to-day compliance affairs of a client portfolio
- Experience supporting ad hoc advisory work related to clients
- Ability to use initiative and problem solve
- Excellent organisational and interpersonal skills
- Confident communicator for liaising with clients and internal departments
- Excellent IT skills
Candidates must be educated to at least ‘A’ level standard and ideally graduate level, with the CTA qualification.
The team: The Personal Tax team consists of over 120 employees across 9 UK offices. The team delivers exceptional quality compliance and advisory services to a diverse 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, paid in December
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. We are committed to building a positive work culture and improving diversity.
Personal Tax Senior Associate in Bristol employer: Saffery
Saffery LLP 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, competitive benefits including a contributory pension scheme and profit-sharing plan, and a commitment to diversity and inclusion, employees are empowered to thrive in their roles while managing a diverse portfolio of high-net-worth clients. Join us in a collaborative environment where your contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior Associate in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, attend industry events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that Personal Tax Senior Associate role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Think about real-life scenarios where you've solved problems or delivered exceptional service. We want to see how you can bring that experience to our team!
✨Tip Number 3
Show us your enthusiasm! When you apply through our website, make sure your passion for tax compliance and working with high-net-worth clients shines through. A positive attitude can set you apart from the crowd.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way in showing your interest in the position. It’s a great opportunity to reiterate why you’re the perfect fit for the Personal Tax Senior Associate role at Saffery LLP.
We think you need these skills to ace Personal Tax Senior Associate in Bristol
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 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 tell us why you’re passionate about working with high-net-worth clients and how your experience aligns with our values at Saffery LLP.
Showcase Your Communication Skills:As a Personal Tax Senior Associate, you'll need to liaise with clients and internal teams. Make sure your application demonstrates your confident communication style and ability to problem-solve effectively.
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 get to know you better!
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 tax regulations and be ready to discuss how you've handled similar cases in the past.
✨Show Off Your Communication Skills
As a Personal Tax Senior Associate, you'll need to communicate effectively with clients and colleagues. Practice explaining complex tax concepts in simple terms, and be prepared to demonstrate your interpersonal skills during the interview.
✨Demonstrate Problem-Solving Abilities
Think of examples where you've successfully solved client issues or improved processes. Be ready to share these stories, as they’ll show your initiative and ability to handle challenges in a fast-paced environment.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the types of clients you'll work with, and the firm's approach to professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
