At a Glance
- Tasks: Manage tax returns and compliance for high-net-worth clients, including trusts and partnerships.
- Company: Join a leading private client firm with a diverse and supportive team.
- Benefits: Enjoy a hybrid working policy, 25 days leave, and a contributory pension scheme.
- Other info: Be part of a culture that values equality, diversity, and inclusion.
- Why this job: Broaden your tax experience while making a real impact on clients' financial affairs.
- Qualifications: A-level education and CTA qualification preferred; strong communication and organisational skills required.
The predicted salary is between 40000 - 50000 £ 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.
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 client’s 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 Personal Tax team consists of over 120 employees spread over 9 UK offices (Bristol, Bournemouth, High Wycombe, Peterborough, Edinburgh, Inverness, Leeds, London and Manchester). 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.
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.
Personal Tax Senior Associate in Bristol employer: Saffrey LLP
As a Personal Tax Senior Associate at our firm, you will join a dynamic team dedicated to providing exceptional service to high-net-worth clients across our Bristol, Bournemouth, and Peterborough offices. We pride ourselves on fostering a supportive work culture that values flexibility, with a hybrid working policy allowing for up to three days of remote work each week, alongside a comprehensive benefits package that includes a contributory pension scheme and generous annual leave. Our commitment to equality, diversity, and inclusion ensures that every employee feels valued and has the opportunity to grow within a collaborative environment.
