Tax Advisory Manager

Tax Advisory Manager

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client portfolios and deliver bespoke tax advisory services to high-net-worth individuals.
  • Company: Join Saffery LLP, a leading UK accountancy firm with a commitment to excellence and personal growth.
  • Benefits: Enjoy hybrid working, 25 days leave, pension scheme, and eligibility for profit-sharing and bonuses.
  • Why this job: Be part of a supportive team, develop your expertise, and make a real impact on clients' lives.
  • Qualifications: Professionally qualified candidates (CTA, ATT, ACA/ACCA, STEP) with experience in tax advisory are preferred.
  • Other info: We prioritise equality, diversity, and inclusion, welcoming applicants from all backgrounds.

The predicted salary is between 43200 - 72000 £ per year.

We are looking for a bright and enthusiastic Manager to work within our Tax Advisory Team and become part of the team. The successful candidate will play a critical role in providing bespoke tax advisory services to high-net-worth and Ultra-high-net worth individuals, entrepreneurs, family offices, and trusts. You will be responsible for managing a portfolio of clients, delivering excellent tax advice, and supporting the firm’s business development initiatives.

This successful candidate will possess strong tax technical expertise (including advising international/non-dom clients), leadership abilities, and the ability to foster client relationships. The Tax Advisory Team advises individuals and their associated entities. The team provides UK tax advisory services to both UK based wealthy families, as well as those with international affairs, and includes advising on all aspects of their personal tax affairs as well as the tax position for their trust and corporate structures.

The individual will have an opportunity to craft their own specialism following a more international or domestic private client portfolio to assist with a wide range of technical matters. The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value.

The responsibilities

  • Support the Engagement Partner through the client’s objectives and deliver on technical demands (with the support of a well-established team framework) to deliver excellent tax advice and service to the client.
  • Lead on client engagements and liaise with specialist teams (ie corporate tax/accounts/audit/payroll) to ensure timely delivery of work and deal with ad hoc queries.
  • Ensure deliverables are prepared within the set time frame.
  • Provide advisory services on tax-efficient wealth structuring, trusts, estate planning, and succession planning.
  • Mentor junior team members, imparting technical guidance and feeding back on performance.
  • Provide excellent client management skills including budgeting, invoicing clients and dealing with ad hoc queries.
  • Pursue opportunities to grow the private client practice through referrals, networking, and contributing to pitches.

You

The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position will require a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently. Candidates should be self-motivated, display a positive approach and can get things done. In addition, they should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.

Technical skills are important and the successful candidate will have a proven track record of leading engagements with HNWI/UHNWI families. This position also requires a team-orientated and flexible personality, alongside the experience of organising the delivery of tax work, problem solving and the ability to use their own initiative. The successful candidate will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax compliance and advisory services. The candidate will need to have experience in managing a demanding portfolio. Candidates must be professionally qualified (CTA, ATT, ACA/ACCA, STEP or equivalent) with relevant experience.

The firm will provide training and support to help develop the successful candidate’s specialist knowledge and capabilities. For the right individual, there is scope to progress quickly within the team.

Reward and benefits

Hybrid working policy with the flexibility to work from home for up to three days per week. 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. Eligibility for the discretionary bonus scheme.

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.

Tax Advisory Manager employer: Saffery Champness

At Saffery LLP, we pride ourselves on being an exceptional employer, offering a vibrant work culture that values collaboration and personal growth. Our Tax Advisory Manager role not only provides the opportunity to work with high-net-worth clients but also supports professional development through tailored training and a clear path for career progression. With a hybrid working policy, generous benefits including a contributory pension scheme and profit-sharing plan, and a commitment to equality and inclusion, we ensure our employees thrive both personally and professionally in a supportive environment.
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Contact Detail:

Saffery Champness Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Tax Advisory Manager

✨Tip Number 1

Network with professionals in the tax advisory field, especially those who work with high-net-worth individuals. Attend industry events or webinars to connect with potential colleagues and clients, as personal connections can often lead to job opportunities.

✨Tip Number 2

Stay updated on the latest tax regulations and trends, particularly those affecting HNWI/UHNWI clients. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing exceptional service during interviews.

✨Tip Number 3

Consider joining professional associations related to tax advisory services. Being part of these groups can provide valuable resources, networking opportunities, and insights into the job market that can help you stand out as a candidate.

✨Tip Number 4

Prepare to discuss specific case studies or examples from your past experience where you successfully managed client portfolios or provided innovative tax solutions. This will showcase your practical skills and ability to deliver results in a similar role.

We think you need these skills to ace Tax Advisory Manager

Tax Technical Expertise
Client Relationship Management
Advisory Services on Wealth Structuring
Estate Planning
Succession Planning
Leadership Abilities
Teamwork and Collaboration
Project Management
Interpersonal Skills
Problem-Solving Skills
Time Management
Commercial Awareness
Mentoring and Coaching
Financial Compliance Knowledge
Networking Skills
Professional Qualifications (CTA, ATT, ACA/ACCA, STEP or equivalent)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in tax advisory, particularly with high-net-worth individuals and trusts. Emphasise your qualifications (CTA, ATT, ACA/ACCA, STEP) and any leadership roles you've held.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss your technical expertise in tax matters and how you can contribute to the team’s success. Mention specific experiences that demonstrate your ability to manage client relationships and deliver excellent service.

Showcase Your Interpersonal Skills: Highlight examples of how you've successfully managed client relationships and collaborated with teams. This is crucial for a role that requires strong interpersonal skills and teamwork.

Demonstrate Your Problem-Solving Abilities: Provide examples in your application of how you've tackled complex tax issues or managed demanding portfolios. This will show your capability to handle the challenges of the role effectively.

How to prepare for a job interview at Saffery Champness

✨Showcase Your Technical Expertise

Make sure to highlight your strong tax technical knowledge, especially in areas like international and non-dom clients. Be prepared to discuss specific cases where you've successfully advised high-net-worth individuals or families.

✨Demonstrate Client Management Skills

Prepare examples that showcase your ability to manage client relationships effectively. Discuss how you've handled budgeting, invoicing, and ad hoc queries in previous roles to illustrate your client management capabilities.

✨Emphasise Teamwork and Leadership

Since the role requires mentoring junior team members, be ready to share experiences where you've led a team or provided guidance. Highlight your collaborative approach and how you contribute to a positive team environment.

✨Express Your Enthusiasm for Growth

Convey your eagerness to grow within the firm and your interest in developing a specialism. Discuss any relevant training or professional qualifications you possess, and express your commitment to continuous learning and improvement.

Tax Advisory Manager
Saffery Champness
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  • Tax Advisory Manager

    London
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-04-30

  • S

    Saffery Champness

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