Personal Tax Senior Associate/ Assistant Manager

Personal Tax Senior Associate/ Assistant Manager

Full-Time 40000 - 50000 £ / year (est.) Home office (partial)
Saffrey LLP

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

As a leading employer in the personal tax sector, we offer a dynamic work environment that prioritises employee growth and development. With a strong commitment to equality, diversity, and inclusion, our culture fosters collaboration and innovation, while our hybrid working policy and generous benefits package ensure a healthy work-life balance. Join us in delivering exceptional services to a diverse portfolio of clients, all while enjoying the support of a dedicated team and the opportunity to mentor junior staff.

Saffrey LLP

Contact Details:

Saffrey LLP Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Personal Tax Senior Associate/ Assistant Manager

Join Tax Networks

Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.

Attend Industry Events

Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!

Leverage Social Media

Follow leading tax advisory firms, such as Saffrey LLP, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!

Showcase Your Knowledge

Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!

We think you need these skills to ace Personal Tax Senior Associate/ Assistant Manager

Personal Tax Compliance Management
Advisory Skills
Inheritance Tax Planning
Capital Gains Tax Planning
International Tax Knowledge
Trust Planning
Portfolio Management

Some tips for your application 🫡

Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Saffrey LLP's eye!

Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.

Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Saffrey LLP. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!

Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Saffrey LLP!

How to prepare for a job interview at Saffrey LLP

Know Your Tax Fundamentals

Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!

Show Your Analytical Skills

Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Saffrey LLP.

Understand the Consulting Aspect

Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!

Your Long-Term Vision

As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Saffrey LLP. It helps to show our commitment!