At a Glance
- Tasks: Manage personal tax compliance and provide tailored tax advice for high-net-worth clients.
- Company: Join a leading firm with a strong focus on equality, diversity, and inclusion.
- Benefits: Enjoy a hybrid working policy, generous leave, and a contributory pension scheme.
- Other info: Be part of a supportive team that values individual differences and promotes career growth.
- Why this job: Gain hands-on experience while working closely with industry experts in a dynamic environment.
- Qualifications: Must have experience in tax compliance and ideally hold a CTA qualification.
The predicted salary is between 55000 - 65000 £ per year.
The role involves joining our International Private Client tax team in London, primarily focused on high-quality personal tax compliance and providing tax advice for a 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.
Responsibilities:
- Delivery of all aspects of the tax compliance cycle on a timely basis for your client portfolio.
- Preparation of tax returns for a complex and varied client base.
- Preparation of written correspondence for clients and dealing with HM Revenue & Customs regarding clients' affairs.
- Corresponding directly with clients, family office representatives, and other key stakeholders, as well as attending client meetings.
- Working with managers, senior managers, directors, and partners to deliver tax advice and tax planning for clients.
- Monitoring WIPs and budgets, ensuring work is billed on completion and debts are chased.
The team:
The International Private Client team is led by five partners with extensive experience in managing a varied client base, including those with complex cross-border tax considerations. The team consists of 30 staff who collaborate to deliver high-quality tax compliance and advisory services.
You:
- Possess a positive and enthusiastic attitude.
- Have a high level of motivation, ability, and commitment.
- Experience in running the compliance cycle for your own portfolio of clients.
- Excellent organisational and prioritisation skills to meet deadlines.
- Ideally have experience in providing ad-hoc tax advice, including inheritance, capital gains tax, and non-dom planning.
- Some experience working with clients with international considerations.
- Come from a professional services background.
- Be a confident communicator with colleagues, partners, and clients.
- Comfortable working independently as well as being a good team player.
- High attention to detail and ability to work in a timely manner.
- Excellent IT skills.
- Educated to at least ‘A’ level standard, ideally graduate level, and should have obtained the CTA qualification.
Reward and benefits:
- A 35-hour working week with a hybrid working policy allowing up to three days of remote work per week (core hours are 10-4).
- Excellent benefits including a contributory pension scheme, 25 days annual leave, life assurance cover, and flexible benefits and family-friendly policies.
- Eligibility for the firm's Profit-Sharing Plan, paid in December.
- Eligibility for the discretionary bonus scheme.
Equality, Diversity & Inclusion:
Equality, diversity, and inclusion are top priorities for us. With our ED&I strategy, Everyone Belongs, we are enhancing our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion. We encourage applications from individuals of all backgrounds, ethnicities, genders, ages, sexualities, disabilities, or neurodivergences, as 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 employer: Saffery
Saffery Champness is an exceptional employer, offering a dynamic work environment in London where you can thrive as a Senior Associate in Private Client Tax. With a strong focus on professional development, you will have the opportunity to collaborate with experienced leaders and engage with a diverse client base, all while enjoying a flexible hybrid working policy, generous benefits, and a commitment to equality, diversity, and inclusion that fosters a supportive culture for all employees.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate, Private Client Tax
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, especially those who might know someone at the firm. A friendly chat can sometimes lead to a referral, which is golden in landing that Senior Associate role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and current tax regulations. We want you to feel confident discussing complex client scenarios, so practice articulating your thoughts clearly and concisely.
✨Tip Number 3
Showcase your enthusiasm! When you get the chance to meet with potential employers, let your passion for tax compliance and advisory shine through. They’re looking for someone who’s not just qualified but genuinely excited about the work.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and contributing to our diverse and inclusive culture.
We think you need these skills to ace Senior Associate, Private Client Tax
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, especially with high-net-worth individuals. We want to see how your skills align with our needs!
Showcase Your Communication Skills:Since you'll be dealing with clients and HM Revenue & Customs, it's crucial to demonstrate your communication prowess. Use clear and concise language in your written application to reflect your ability to convey complex tax matters effectively.
Highlight Your Organisational Skills:We value excellent organisational and prioritisation skills. In your application, mention specific examples of how you've managed deadlines and client portfolios in the past. This will show us you're ready to handle the compliance cycle efficiently.
Apply Through Our Website:Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Saffery
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax compliance, especially around inheritance and capital gains tax. Familiarise yourself with the complexities of cross-border tax considerations, as this will likely come up during the interview.
✨Showcase Your Client Communication Skills
Prepare to discuss your experience in dealing with clients directly. Think of examples where you've successfully communicated complex tax issues to clients or stakeholders, as this role involves a lot of client interaction.
✨Demonstrate Organisational Skills
Be ready to talk about how you manage your workload and meet deadlines. Share specific strategies you use to keep track of WIPs and budgets, as well as how you ensure timely billing and follow-ups.
✨Emphasise Teamwork and Initiative
This role requires both independent work and collaboration with a team. Prepare examples that highlight your ability to work autonomously while also being a supportive team player, especially in high-pressure situations.
