Private Client Tax Specialist - Hybrid & Growth in Bournemouth

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 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.