At a Glance
- Tasks: Manage personal tax affairs for a diverse portfolio of high-net-worth clients.
- Company: Join Saffery LLP, a leading UK accountancy firm with a friendly and supportive culture.
- Benefits: Enjoy hybrid working, 25 days leave, and a contributory pension scheme.
- Why this job: Be part of an expanding team that values innovation and client relationships.
- Qualifications: Must be professionally qualified (CTA, ATT, ACA/ACCA, STEP) with relevant experience.
- Other info: Ongoing training and opportunities to attend annual tax conferences provided.
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced Personal Tax Senior Manager looking for a new challenge?
The role involves joining our Tax Services Group to provide direct support to the partners by managing the personal tax affairs of an existing portfolio of diverse clients. The successful applicant will be responsible for their own portfolio of private clients and should possess strong tax technical expertise, leadership skills, and the ability to foster client relationships.
The allocation of work includes compliance and advisory for wealthy individuals, partnerships and trusts, and all related and complex aspects of looking after the tax affairs of a variety of high-net-worth private clients with wide-ranging business and personal interests. Specific experience of dealing with residence and domicile matters, along with knowledge of the up-and-coming changes, is highly desirable.
The role will include some staff responsibilities and work planning, and the individual will report directly to the Director and client partners. Ongoing training will be provided, with the opportunity for the individual to attend the firm's annual tax conference and both internal and external training sessions. The role provides a wide range of interesting work for someone with a solid personal tax background in a friendly and supportive environment.
About you: Candidates must be proactive, resilient and technically capable, with excellent interpersonal and organisational skills. They should be innovative with vision, creativity and flair. They should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements. The position will require a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently.
Candidates will require recent practical experience of running a personal tax portfolio and providing tax advice to a wider range of clients, with a detailed and up-to-date working knowledge of personal tax issues a given. While technical skills are obviously important, 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. Candidates must be professionally qualified (CTA, ATT, ACA/ACCA, STEP or equivalent) with relevant experience.
The team: The Tax Services Group (TSG) consists of nearly 60 employees spread over four 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, including 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 allowing 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.
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 are 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 have 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.
Senior Manager - Tax Service Group employer: Saffery
Contact Detail:
Saffery Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Manager - Tax Service Group
✨Tip Number 1
Network with professionals in the tax industry, especially those who work with high-net-worth clients. Attend relevant events or seminars where you can meet potential colleagues or clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Stay updated on the latest changes in tax legislation and compliance requirements. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews and networking conversations.
✨Tip Number 3
Showcase your leadership skills by taking on team projects or mentoring junior staff in your current role. Highlight these experiences in discussions with potential employers to illustrate your capability to manage a portfolio effectively.
✨Tip Number 4
Research Saffery LLP thoroughly before applying. Understand their values, culture, and the specific services they offer. Tailoring your approach to align with their mission can make a significant difference in how you present yourself.
We think you need these skills to ace Senior Manager - Tax Service Group
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in personal tax management, particularly with high-net-worth clients. Emphasise your qualifications (CTA, ATT, ACA/ACCA, STEP or equivalent) and any specific achievements that demonstrate your technical expertise and leadership skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your proactive approach and how your experience aligns with the responsibilities outlined in the job description, especially your ability to manage a diverse portfolio and foster client relationships.
Showcase Your Technical Knowledge: Be prepared to discuss your understanding of current personal tax issues, including residence and domicile matters. Mention any recent changes in tax legislation that you are familiar with, as this will demonstrate your up-to-date knowledge and commitment to the field.
Highlight Teamwork and Leadership Skills: Since the role involves staff responsibilities and teamwork, provide examples of how you've successfully led teams or managed projects in the past. This could include instances where you organised the delivery of tax work or solved complex problems collaboratively.
How to prepare for a job interview at Saffery
✨Showcase Your Technical Expertise
As a Senior Manager in the Tax Service Group, it's crucial to demonstrate your strong tax technical expertise. Be prepared to discuss specific tax issues you've handled, particularly those related to residence and domicile matters, as well as any recent changes in tax legislation.
✨Highlight Your Leadership Skills
This role involves managing a portfolio and potentially leading a team. Share examples of how you've successfully led teams or projects in the past, focusing on your ability to foster collaboration and drive results.
✨Demonstrate Client Relationship Management
The ability to build and maintain client relationships is key. Prepare to discuss how you've effectively managed client expectations and delivered exceptional service, especially for high-net-worth individuals and complex portfolios.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage multiple projects. Think of examples where you've had to juggle competing deadlines or navigate complex tax situations, and be ready to explain your thought process.