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- Tasks: Manage a portfolio of high-net-worth clients and prepare their tax returns.
- Company: Join Saffery LLP, a top UK accountancy firm with a rich history since 1855.
- Benefits: Enjoy a hybrid working policy, 25 days annual leave, and a contributory pension scheme.
- Why this job: Broaden your tax compliance experience in a supportive, diverse team focused on personal growth.
- Qualifications: A-level education required; CTA qualification preferred with strong IT and communication skills.
- Other info: Be part of a culture that values equality, diversity, and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting motivated and confident tax Senior Associate to our group.
The role
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.
You
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 team
The Tax Services Group (TSG) consists of over 60 employees spread over four 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.
- Paid overtime or time off in lieu.
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.
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Senior Associate - Tax Services Group (Personal Tax) employer: Saffery
Contact Detail:
Saffery Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Associate - Tax Services Group (Personal Tax)
✨Tip Number 1
Familiarise yourself with the specific tax regulations and compliance requirements for high-net-worth individuals, especially those with offshore interests. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the unique needs of the clients you'll be working with.
✨Tip Number 2
Network with professionals in the tax services field, particularly those who work with private clients. Attend industry events or join relevant online forums to connect with others and gain insights into the latest trends and challenges in personal tax services.
✨Tip Number 3
Prepare to discuss your experience with managing client portfolios and handling complex tax situations. Be ready to share specific examples of how you've successfully navigated challenges in tax compliance and advisory work, as this will showcase your problem-solving skills.
✨Tip Number 4
Highlight your IT skills, particularly any experience with tax software or data management tools. Being proficient in technology is crucial in this role, so be prepared to discuss how you've used these tools to enhance efficiency and accuracy in your previous positions.
We think you need these skills to ace Senior Associate - Tax Services Group (Personal Tax)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax compliance, particularly with high-net-worth clients. Emphasise your CTA qualification and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to Saffery LLP. Mention your enthusiasm for working with private clients and how your background makes you a great fit for the role.
Highlight Key Skills: In your application, focus on key characteristics such as self-motivation, problem-solving abilities, and excellent communication skills. Provide examples of how you've demonstrated these in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the tax services field.
How to prepare for a job interview at Saffery
✨Showcase Your Tax Knowledge
Make sure to brush up on your tax compliance knowledge, especially regarding high-net-worth clients and their unique needs. Be prepared to discuss specific tax regulations and how they apply to trusts, partnerships, and non-UK domiciliaries.
✨Demonstrate Problem-Solving Skills
During the interview, highlight instances where you've successfully resolved complex client queries or navigated challenging tax situations. This will showcase your ability to use initiative and think critically under pressure.
✨Exhibit Strong Communication Abilities
As a Senior Associate, you'll need to liaise with clients and various departments. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've effectively communicated complex information in the past.
✨Emphasise Teamwork and Flexibility
The role requires a self-motivated team player. Share experiences that demonstrate your ability to work collaboratively within a team, adapt to changing circumstances, and meet tight deadlines while maintaining a positive attitude.