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- 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 work week, hybrid working, and generous leave plus pension.
- Why this job: Kickstart your career in tax with real client impact and professional growth.
- Qualifications: Self-motivated team player with tax compliance experience and strong communication skills.
- Other info: Be part of a diverse team committed to equality and personal development.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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 Team:
The Tax Services Group South (TSGS) consists of over 50 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.
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.
Seniority Level: Entry level
Employment Type: Full-time
Job Function: Accounting/Auditing and Finance
Industries: Accounting
Associate - Tax Services Group (Personal Tax) in Peterborough employer: Saffery
Contact Detail:
Saffery Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate - Tax Services Group (Personal Tax) in Peterborough
✨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 informational interviews. The more people you know, the better your chances of landing that dream job.
✨Tip Number 2
Prepare for interviews by researching common questions in tax services. Practice your answers and think of examples from your experience that showcase your skills. Confidence is key, so get comfortable talking about your background and how it fits with the role.
✨Tip Number 3
Show off your personality! Employers want to see if you’ll fit into their team. Be yourself during interviews and let your enthusiasm for tax services shine through. Remember, they’re looking for someone who’s not just qualified but also a great team player.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. So, go ahead and hit that apply button!
We think you need these skills to ace Associate - Tax Services Group (Personal Tax) in Peterborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight any relevant tax compliance experience and client management skills, as these are key for the Associate role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about tax services and how your background makes you a great fit. Be sure to mention your enthusiasm for working with high-net-worth clients and your commitment to professional development.
Showcase Your Soft Skills: We value self-motivated team players with excellent communication skills. In your application, give examples of how you've successfully collaborated with others or solved problems in previous roles.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and ensure it reaches the right people!
How to prepare for a job interview at Saffery
✨Know Your Tax Stuff
Brush up on your tax knowledge, especially around personal tax compliance and high-net-worth clients. Be ready to discuss specific tax scenarios or regulations that might affect your potential clients, 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, as this will highlight your interpersonal skills.
✨Demonstrate Problem-Solving Abilities
Think of instances where you've had to solve a challenging problem, particularly in a tax context. Be ready to explain your thought process and how you arrived at a solution, as this will showcase your initiative and analytical skills.
✨Prepare Questions for Them
Have a few thoughtful questions ready about the team dynamics, the types of clients you'll be working with, or 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.
