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- Tasks: Manage tax returns and queries for high-net-worth clients and trusts.
- Company: Leading tax services group with a focus on client success.
- Benefits: Competitive salary, flexible working options, and career development opportunities.
- Other info: Work from Bristol, Bournemouth, or Peterborough with great growth potential.
- Why this job: Join a dynamic team and make a difference in clients' financial lives.
- Qualifications: Strong understanding of personal tax and excellent communication skills.
The predicted salary is between 30000 - 40000 £ per year.
The role can be based out of any of our Bristol, Bournemouth or Peterborough offices. 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:
- Preparation of tax returns for those clients
- Preparation of business tax and CGT computations
- Preparing responses to client queries
- Dealing with HM Revenue
Associate - Personal Tax (Tax Services Group) employer: Saffrey LLP
Contact Detail:
Saffrey LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate - Personal Tax (Tax Services Group)
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax services field, especially those who work with high-net-worth clients. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Show off your skills! Prepare a mini portfolio showcasing your experience with tax returns and client management. This can be a great conversation starter during interviews and helps us see your expertise in action.
✨Tip Number 3
Stay updated on tax regulations! Brush up on the latest changes in tax laws that affect high-net-worth individuals. This knowledge will not only impress potential employers but also show that you're proactive and passionate about the field.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. It shows initiative and gives you a better chance of standing out in the crowd.
We think you need these skills to ace Associate - Personal Tax (Tax Services Group)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Associate - Personal Tax role. Highlight any experience with high-net-worth clients or tax returns, as this will show us you’re a great fit for the position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your background aligns with our needs. Don’t forget to mention your enthusiasm for working with private clients and your understanding of tax regulations.
Showcase Your Attention to Detail: In tax services, attention to detail is key. When filling out your application, double-check for any typos or errors. This not only reflects your professionalism but also shows us that you take pride in your work.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to see all the other exciting opportunities we have!
How to prepare for a job interview at Saffrey LLP
✨Know Your Tax Basics
Brush up on your knowledge of personal tax, especially regarding high-net-worth clients and non-UK domiciliaries. Be prepared to discuss specific tax regulations and how they apply to trusts and partnerships, as this will show your understanding of the role.
✨Showcase Your Client Management Skills
Since you'll be handling a portfolio of clients, think of examples from your past experiences where you've successfully managed client relationships. Highlight your communication skills and how you’ve effectively dealt with client queries in the past.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge, such as how to prepare tax returns or handle CGT computations. Practise explaining complex tax concepts in simple terms, as this will demonstrate your ability to communicate effectively with clients.
✨Research the Company Culture
Familiarise yourself with the company’s values and culture. Be ready to explain why you want to work there and how you align with their mission. This shows genuine interest and helps you stand out as a candidate who fits well within their team.