At a Glance
- Tasks: Provide tailored tax advice to wealthy UK families and manage compliance portfolios.
- Company: Join a leading firm known for its commitment to client service and professional growth.
- Benefits: Enjoy a hybrid working policy, 25 days leave, and a contributory pension scheme.
- Other info: Embrace a culture of diversity and inclusion while developing your career.
- Why this job: Make a real impact by advising clients on wealth transfer and tax strategies.
- Qualifications: ACA or CTA qualified with experience in private client advisory preferred.
The predicted salary is between 45000 - 55000 £ per year.
This position will be based within the UK Private Client team which provides a wide range of lead advisory and personal tax compliance services to private clients and their families. The successful candidate will predominantly support partners and directors with the team’s growing portfolio of wealthy UK based families. 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.
Responsibilities
- Delivering tax-based private client advice to large client groups, including all family members as well as their trusts, investment companies and other entities.
- Taking responsibility for a portfolio of compliance-based clients, with review responsibilities (dependent upon experience).
- Taking a lead role dealing directly with the client and supporting the Engagement Partner.
- Coordinating all the services that Saffery offers to those families, from accounts preparation to payroll and corporation tax compliance.
- Liaising with client teams (i.e. CT/corporate finance/tax) to ensure timely delivery of work and dealing with ad hoc queries.
- Ensuring deliverables are prepared within the set time frame.
- Budgeting and invoicing clients.
- Staff training and development.
- Networking opportunities with intermediaries.
- Other advisory opportunities within the forensic accounting and business valuation space.
The team
The UK Private Client partners and team act for UK based families, advising them on a wide range of matters from annual tax compliance to the transfer of wealth between generations. The work is as varied as our clients and we pride ourselves on being the people that clients turn to to solve problems. The team consists of five partners in the London office, supported by around 20 people ranging from directors to trainees. Whilst we have different specialisms within the team, we all believe in providing excellent technology-enhanced client service.
You
Candidates will hold an ACA or CTA qualification and will ideally have experience of working in a team of private client advisers. The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position will require a high level of capability and commitment, with the ability to manage multiple deadlines across a portfolio of clients for multiple partners. Candidates should be self‑motivated, display a positive approach and be proactive in terms of finding solutions to the client’s issues. Hold the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.
Systems used
MS Teams, Excel, Word and Digita are the main systems. While experience in these systems would be an advantage, this is not an essential requirement for the role and initial training will be provided as well as ongoing training in key Microsoft applications.
Training and support
The firm will provide training and support to help develop the successful candidate’s specialist knowledge and capabilities. There would be an expectation to study towards the CTA qualification, if that is not already held. Training and study leave for such exams would be provided.
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. Eligibility for the discretionary bonus scheme.
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.
Assistant Manager, Private Client Tax employer: Saffery Champness
Saffery is an exceptional employer that prioritises employee growth and development within a supportive and inclusive work culture. With a focus on providing outstanding client service, the firm offers a hybrid working policy, comprehensive benefits including a contributory pension scheme and generous annual leave, as well as opportunities for professional training and advancement, making it an ideal place for those seeking a rewarding career in private client tax.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Manager, Private Client Tax
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to current employees at Saffery through LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client service and be ready to discuss how your skills align with their needs. We want to see your enthusiasm and how you can contribute to our team!
✨Tip Number 3
Showcase your problem-solving skills during interviews. Think of examples where you've tackled challenges head-on, especially in a team setting. We love candidates who can think on their feet and provide exceptional client service.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Saffery. Let’s make it happen!
We think you need these skills to ace Assistant Manager, Private Client Tax
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in private client tax. We want to see how your skills align with the role, so don’t hold back on showcasing your relevant qualifications and achievements!
Show Your Enthusiasm:Let your passion for providing outstanding client service shine through in your application. We love candidates who are enthusiastic about their work and eager to contribute to our team’s success!
Be Clear and Concise:When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon. We appreciate a well-structured application that makes it easy for us to see your strengths.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Saffery Champness
✨Know Your Tax Stuff
Brush up on your tax knowledge, especially around private client services. Be ready to discuss specific tax scenarios and how you would advise clients. This shows you're not just qualified but also genuinely interested in the role.
✨Showcase Your Interpersonal Skills
Since this role involves liaising with clients and partners, practice articulating your communication style. Think of examples where you've successfully managed client relationships or resolved conflicts, as this will highlight your interpersonal skills.
✨Demonstrate Organisational Prowess
Prepare to discuss how you manage multiple deadlines and client portfolios. Bring examples of how you've prioritised tasks in previous roles, as this will reassure them of your ability to handle the demands of the position.
✨Familiarise Yourself with Their Systems
While experience with MS Teams, Excel, Word, and Digita isn't essential, showing that you've done your homework on these tools can set you apart. Mention any similar systems you've used and express your eagerness to learn quickly.
