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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 hybrid working, 25 days 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-levels required; CTA qualification preferred for this role.
- Other info: Be part of a culture that values diversity and individual strengths.
The predicted salary is between 28800 - 48000 £ 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.
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 South (TSGS) consists of over 50 employees spread over 4 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: Saffrey LLP
Contact Detail:
Saffrey LLP 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 non-UK domicile status. 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 in the sector. This can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Showcase your problem-solving skills by preparing examples of how you've successfully managed client queries or complex tax situations in the past. Being able to articulate these experiences during your discussions will highlight your capability to handle the responsibilities of the role.
✨Tip Number 4
Demonstrate your IT proficiency by being well-versed in the software commonly used in tax compliance and reporting. If you have experience with specific tools or platforms, mention them during your conversations to show that you're ready to hit the ground running.
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 any specific qualifications like the CTA and detail your previous roles that align with the responsibilities mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the firm. Mention your self-motivation, team player attitude, and how your skills can contribute to the Tax Services Group. Be sure to address your problem-solving abilities and experience with client communications.
Highlight Relevant Skills: In your application, clearly outline your organisational and interpersonal skills. Provide examples of how you've successfully managed client portfolios and dealt with HM Revenue & Customs, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that all information is accurate and presented professionally, as attention to detail is vital in the tax services field.
How to prepare for a job interview at Saffrey LLP
✨Know Your Tax Regulations
Brush up on the latest tax regulations and compliance requirements, especially those relevant to high-net-worth individuals. Being able to discuss recent changes or trends in tax law will demonstrate your expertise and commitment to the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to communicate effectively with clients and resolve their queries, as this role requires strong interpersonal skills.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss specific instances where you've used your initiative to solve complex tax issues. This will show that you can think critically and handle the challenges that come with managing a diverse client base.
✨Familiarise Yourself with the Firm's Culture
Research Saffery LLP's values and culture, particularly their commitment to equality, diversity, and inclusion. Showing that you align with their ethos will help you stand out as a candidate who fits well within their team.