Senior Associate - Tax Services Group; Personal Tax

We are currently recruiting a motivated and confident Tax Senior Associate to join our team.

The successful candidate will manage a portfolio of high-net-worth private clients, including trusts, partnerships, and non-UK domiciliaries. Responsibilities include preparing tax returns, business tax and CGT computations, responding to client queries, and liaising with HM Revenue & Customs regarding clients' affairs.

This role offers a broad range of work for individuals with a background in tax compliance who wish to expand their experience within a dedicated private client firm with a diverse client base.

• Self-motivated, committed, and flexible team player with a positive attitude, able to meet challenging targets and deadlines.
• Experience managing the day-to-day compliance for a client portfolio, reporting to a portfolio manager.
• Supportive of ad hoc advisory work related to clients.
• Proactive problem-solving skills and initiative.
• Excellent organizational and interpersonal skills, delivering accurate work efficiently.
• Confident in liaising with clients, intermediaries, and internal departments to gather tax return information.
• Strong IT skills.
• Educated to at least 'A' level, ideally with a university degree, and CTA qualified.

The Tax Services Group (TSG) comprises over 60 employees across four UK offices:
Bristol, Bournemouth, High Wycombe, and Peterborough. The team provides high-quality compliance and advisory services to high-net-worth private clients, including those with UK and offshore interests, property owners, and trust and partnership clients.

• 35-hour workweek with a hybrid working policy, allowing up to three days remote work (core hours 10-4).
• Competitive benefits including contributory pension, 25 days holiday, Life Assurance, flexible benefits, and family-friendly policies.
• Eligibility for the firm's Profit-Sharing Plan, paid in December.
• Paid overtime or time off in lieu.

Saffery LLP, founded in 1855, is a leading UK accountancy firm and a member of Nexia, an international network of independent firms. We provide a range of services including accounting, audit, business advisory, tax, and VAT, serving individuals and businesses across various sectors.

We prioritize equality, diversity, and inclusion through our 'Everyone Belongs' ED&I strategy, fostering a positive, inclusive workplace. We welcome applicants from all backgrounds, believing that diversity enhances our collective strength.