Associate - Tax Services Group (Personal Tax)

3 days ago


Bournemouth, United Kingdom Saffery Full time

We are currently recruiting motivated and confident tax semi-seniors to join our team.The roleA 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 client affairs.This role offers diverse work for those with a background in tax compliance seeking to expand their experience within a dedicated private client firm. The successful candidate will have the opportunity to begin or continue their journey towards becoming a Chartered Tax Adviser.Key characteristics and skills required:Self-motivated, committed, and a flexible team player with a positive attitude, capable of meeting challenging targets and deadlines.Experience managing the day-to-day compliance of a client portfolio under a portfolio manager.Supportive of ad hoc advisory work related to clients.Proactive, with strong problem-solving skills.Excellent organisational and interpersonal skills, delivering accurate work efficiently.Confident in liaising with clients, intermediaries, and internal teams to gather tax information for annual returns.Strong IT skills.Educated to at least 'A' level, preferably with a degree. Candidates should have ATT qualification and be studying for or have recently obtained CTA qualification.The teamThe Tax Services Group (TSG) comprises over 60 professionals across four UK offices: Bristol, Bournemouth, High Wycombe, and Peterborough. We provide high-quality compliance and advisory services to a broad range of high-net-worth private clients, including those with UK and offshore interests, property owners, business owners, partnerships, and trusts.Reward and benefits35-hour workweek with a hybrid working policy allowing up to three days remote work (core hours 10-4).Comprehensive benefits including a contributory pension, 25 days annual leave, 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.About usSaffery LLP provides accounting, audit, business advisory, tax, and VAT services to individuals and businesses since 1855. We are the UK's 15th largest accountancy firm. Our culture values friendly, talented individuals committed to excellence, both for our clients and our staff. As part of Nexia, an international network, we offer global insights and opportunities.Equality, Diversity & InclusionWe prioritize ED&I through our 'Everyone Belongs' strategy, fostering a positive, inclusive work environment. We welcome applicants from all backgrounds, believing that diversity enhances our collective strength. At Saffery, potential meets personal development. #J-18808-Ljbffr



  • Bournemouth, United Kingdom Taxation Full time

    Please note, this position can be based out of any of our Bristol, Bournemouth, High Wycombe or Peterborough offices The role We are recruiting for an experienced Tax 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...

  • Tax Associate

    7 days ago


    Bournemouth, United Kingdom The Affinity Group Full time

    **The Company** Founded in 1995, the Affinity Group is a vibrant, diverse and growing group of professional services companies, who offer accounting and tax services to contractors, freelancers and SME’s. We offer a wealth of opportunity for ambitious individuals looking to be a part of a Company who support professional growth and believe in nurturing...


  • Bournemouth, Bristol, Peterborough, United Kingdom Saffery Full time £45,000 - £70,000 per year

    Please note, this position can be based out of any of our Bristol, Bournemouth or Peterborough officesThe roleWe are recruiting for an experienced Tax 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,...

  • Assistant Tax Manager

    2 weeks ago


    Bournemouth, United Kingdom hays-gcj-v4-pd-online Full time

    Assistant Manager – Personal Tax | Hybrid | South RegionOur client, a highly respected independent accountancy firm, is looking for an Assistant Manager to join their Personal Tax team. With a strong reputation across the South and a people-first culture, this is a fantastic opportunity to work with high-net-worth individuals, trusts, partnerships, and...

  • Client Tax Analyst

    2 weeks ago


    Bournemouth, United Kingdom JPMorgan Chase & Co. Full time

    The Tax Client Service team is responsible for supporting clients in relation to their Tax Services. The role provides the opportunity to develop relationships with clients and internal teams as you work to resolve Client Tax enquiries. As an Analyst within the Tax Client Service team, you will support multiple clients in relation to their Tax services. Your...

  • Client Tax Utility

    1 week ago


    Bournemouth, United Kingdom JPMorganChase Full time

    **JOB DESCRIPTION** Are you interested in advancing your career in Global Tax Operations? Do you already have some experience and knowledge of dividend income and related tax? If so, this role is perfect for you! As a Client Tax Utility - Client Tax Senior Associate within the Global Tax Operations team, you will be supporting the filing of tax reclaims...


  • Bournemouth, United Kingdom hays-gcj-v4-pd-online Full time

    Are you CTA qualified or close to qualifying, with a few years’ experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence?Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in...

  • Tax Senior

    2 days ago


    Bournemouth, United Kingdom Premier Recruitment Solutions Full time

    Tax Senior My client, a vibrant, diverse and growing group of professional services companies, who offer accounting and tax services to contractors, freelancers and SME’s are seeking an experienced Tax Senior to join their growing team based out of their head office in the Bournemouth area. Their sociable team has grown to 70+ people, spread across offices...


  • Bournemouth, United Kingdom Saffery Full time

    Please note, this role can be based out of any of our offices in Bristol, Bournemouth, High Wycombe, Peterborough, Manchester, Leeds, Edinburgh, or Inverness.The roleWe are in an expansion phase across the firm and seeking an experienced Senior Manager or Manager to join our Tax Services Group to provide direct support to the partners by managing an existing...


  • Bournemouth, United Kingdom JPMorganChase Full time

    **JOB DESCRIPTION** Do you have strong organizational skills and are enthusiastic about client service delivery? **Job responsibilities** - Validates tax documents and certificates received in accordance with JPMorgan and market level polices - Opens client accounts in JP Morgan tax system in partnership with sub custodian network - Sets client trade...