Senior Associate - UK Private Client

We are recruiting for a Tax Associate / Senior Associate to join our UK Private Client tax team in London. The role is primarily focused on the provision of high-quality personal tax compliance but also includes the provision of tax advice over the course of the year for our varied and complex client base. Our clients include high and ultra-high net worth individuals, particularly those with complex investments, and trust, corporate and partnership interests.

The role offers the opportunity to work closely with experienced managers, senior managers, directors and partners and to learn from them.

• You will be responsible for the delivery of all aspects of the tax compliance cycle on a timely basis on your client portfolio.
• You will prepare tax returns for a complex and varied client base, including some trusts, sole traders and partnerships.
• You will prepare written correspondence for clients and deal with HM Revenue & Customs in connection with the clients’ affairs.
• You will have the opportunity to correspond directly with clients, family office representatives and other key stakeholders and you will attend client meetings.
• You will work with managers, senior managers, directors and partners to deliver tax advice and tax planning for clients.
• You will be responsible for monitoring WIPs and budgets, ensuring work is billed on completion and ensuring debts are chased.

The UK Private Client team is headed up by five partners who bring a wealth of experience in looking after a varied but UK-centric client base. The team of 25 staff all work closely together to deliver high quality tax compliance and advisory services to our complex and diverse client base.

A successful candidate should have the following characteristics and skills:

• A positive and enthusiastic attitude.
• A high level of motivation, ability and commitment.
• Experience of running the compliance cycle for their own portfolio of clients.
• Excellent organisational and prioritisation skills are essential to ensure all deadlines are met.
• Ideally have had experience in the provision of ad hoc tax advice, including inheritance and capital gains tax planning.
• From 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.
• Educated to at least ‘A’ level standard and ideally graduate level.
• Working towards or have obtained the CTA qualification.

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, and eligibility for the discretionary bonus scheme.

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 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.