At a Glance
- Tasks: Manage personal tax compliance and provide tailored advice to clients across various sectors.
- Company: Join a leading professional services firm with a commitment to equality and inclusion.
- Benefits: Enjoy a flexible hybrid working policy, 25 days annual leave, and a contributory pension scheme.
- Other info: Be part of a diverse team dedicated to professional growth and development.
- Why this job: Make a real impact by supporting clients and mentoring junior staff in a dynamic team.
- Qualifications: Experience in personal tax compliance and strong communication skills are essential.
The predicted salary is between 40000 - 50000 £ per year.
We are recruiting for an experienced Senior Associate or Assistant Manager with a focus on the management of the personal tax compliance cycle. The role includes the provision of ad hoc advice related to the annual compliance cycle to our growing portfolio of individuals, trusts, partnerships, LLPs across a range of sectors, particularly landed estates and rural businesses. As a training office, there is also an expectation that the candidate would support the development of more junior staff in on-the-job training.
Key characteristics and skills required:
- A positive and enthusiastic attitude.
- A high level of motivation, ability and commitment.
- Previous relevant experience of management as they will be managing their own portfolio whilst also being responsible for reviewing the work of more junior tax staff.
- Experience in the delivery and management of personal tax compliance services.
- Excellent organisational and prioritisation skills to ensure all deadlines are met.
- Experience in the provision of tailored advice, including inheritance and capital gains tax planning, international tax aspects, and trust planning.
- A broad base of advisory experience to permit work in most if not all of the above areas.
- Experience with land-based issues, which form a significant part of the current workload.
- A professional services background.
- A confident communicator to colleagues, partners and clients.
- Comfortable working on their own initiative as well as being a good team player.
- High attention to detail and the ability to work in a timely manner.
- Excellent IT skills.
The Team:
The Personal Tax team consists of over 120 employees spread over 8 UK offices (Bristol, Bournemouth, High Wycombe, Peterborough, Edinburgh, Inverness, Leeds and Manchester). The team delivers exceptional quality compliance and advisory services to a wide range of high-net-worth private clients, including those with UK and offshore interests, property owners, business owners, partnerships and trusts.
Rewards/Benefits:
A 35-hour working week with a hybrid working policy allowing flexibility to work from home for up to three days per week (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/ Assistant Manager employer: Saffrey LLP
At Saffery, we pride ourselves on being an exceptional employer, offering a dynamic work environment that fosters collaboration and innovation within our Corporate Tax team. Our commitment to employee growth is evident through tailored development opportunities and a strong focus on equality, diversity, and inclusion, ensuring that every team member feels valued and empowered. Located in London, we provide the unique advantage of working with a diverse portfolio of clients, from startups to large international groups, allowing you to make a meaningful impact in the tax advisory landscape.