At a Glance
- Tasks: Manage personal tax compliance and provide tailored tax advice for high-net-worth clients.
- Company: Join Saffery LLP, a leading UK accountancy firm with a supportive 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 inclusion and professional growth.
- Why this job: Gain hands-on experience with complex tax issues while working alongside industry experts.
- Qualifications: A-level education, CTA qualification preferred, and experience in tax compliance.
The predicted salary is between 55000 - 65000 £ per year.
The role is primarily focused on the provision of high-quality personal tax compliance but also includes the provision of tax advice over the course of the year for our varied and complex client base. Our clients include high and ultra-high net worth individuals, non-domiciled clients and those with complex cross border tax considerations, UK and offshore trusts, and partnerships. The role offers the opportunity to work closely with experienced managers, senior managers, directors and partners and to learn from them.
The responsibilities
- You will be responsible for the delivery of all aspects of the tax compliance cycle on a timely basis on your client portfolio.
- You will prepare tax returns for complex and varied client base.
- You will prepare written correspondence for clients and deal with HM Revenue & Customs in connection with the clients’ affairs.
- You will have the opportunity to correspond directly with clients, family office representatives and other key stakeholders and you will attend client meetings.
- You will work with managers, senior managers, directors and partners to deliver tax advice and tax planning for clients.
- You will be responsible for monitoring WIPs and budgets, ensuring work is billed on completion and ensuring debts are chased.
The team
The International Private Client team is headed up by five partners who bring a wealth of experience in looking after a varied client base including those with complex cross-border tax considerations. The team of 30 staff all work closely together to deliver high quality tax compliance and advisory services to our complex and varied client base.
You
A successful candidate should have the following characteristics and skills:
- A positive and enthusiastic attitude.
- A high level of motivation, ability and commitment.
- Will have experience of running the compliance cycle for their own portfolio of clients.
- Excellent organisational and prioritisation skills are essential to ensure all deadlines are met.
- Will ideally have had experience in the provision of ad hoc tax advice, including inheritance, capital gains tax and non-dom planning.
- Will have some experience in working with clients with international considerations.
- Will be from a professional services background.
- Will be a confident communicator to colleagues, partners and clients.
- Comfortable working on their own initiative as well as being a good team player.
- High attention to detail and the ability to work in a timely manner.
- 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.
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.
- Eligibility for the discretionary bonus scheme.
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.
Senior Associate, Private Client Tax in London 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 hybrid working policy, competitive benefits including a contributory pension scheme and discretionary bonuses, and the opportunity to collaborate with experienced professionals in a dynamic team, employees are empowered to thrive in their careers while enjoying a healthy work-life balance in the vibrant city of London.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate, Private Client Tax in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, especially those who might know someone at Saffery LLP. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of personal tax compliance and cross-border considerations. We want to see your enthusiasm and expertise shine through when discussing complex client scenarios.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It shows you’re keen and keeps you fresh in their minds.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Saffery LLP.
We think you need these skills to ace Senior Associate, Private Client Tax in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Senior Associate role. Highlight your experience with personal tax compliance and any relevant client interactions, as this will show us you understand what we're looking for.
Showcase Your Skills:Don’t forget to emphasise your organisational and prioritisation skills. We want to see how you manage deadlines and handle a varied client portfolio, so give us examples of how you've done this in the past.
Be Yourself:Let your personality shine through in your application! We value a positive attitude and enthusiasm, so don’t be afraid to show us who you are and why you’re excited about joining our team.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people and shows us you’re serious about joining our fantastic team at Saffery LLP.
How to prepare for a job interview at Saffery
✨Know Your Tax Stuff
Brush up on your knowledge of personal tax compliance, especially regarding high net worth individuals and cross-border considerations. 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.
✨Showcase Your Communication Skills
Since you'll be dealing with clients and stakeholders directly, practice articulating complex tax concepts in a clear and concise manner. Prepare examples of how you've successfully communicated with clients or colleagues in previous roles to demonstrate your ability to engage effectively.
✨Demonstrate Organisational Skills
The role requires excellent organisational abilities, so come prepared with examples of how you've managed multiple deadlines and client portfolios. Discuss any tools or methods you use to keep track of your work and ensure timely delivery.
✨Emphasise Teamwork and Initiative
While being a team player is crucial, also highlight instances where you've taken the initiative. Share experiences where you've collaborated with senior managers or partners to deliver tax advice, showcasing your ability to work well within a team while also being proactive.
