At a Glance
- Tasks: Lead and grow a team while delivering complex personal tax advisory projects.
- Company: Join a leading firm committed to equality, diversity, and inclusion.
- Benefits: Enjoy a flexible hybrid working policy, 27 days leave, and profit-sharing opportunities.
- Other info: Be a key representative in the Bristol marketplace and build valuable relationships.
- Why this job: Make a real impact in personal taxation and mentor the next generation of advisers.
- Qualifications: Strong technical background in personal taxation and experience in coaching team members.
The predicted salary is between 80000 - 100000 € per year.
An experienced Personal Tax Director is sought to be based in our Bristol office to help lead and grow the existing team. The successful applicant will be responsible for leading on the delivery of complex advisory project work alongside holding a number of key client relationships. Whilst the role will be focussed on advisory work, the successful candidate will sit within the wider personal tax team and provide support and coaching to colleagues on more complex tax compliance matters where required.
The Responsibilities
- Identification of planning opportunities and overseeing the delivery of complex multidisciplinary advisory projects, liaising with subject matter experts around the firm to ensure technically robust advice is delivered to clients.
- Dealing with tax affairs for wealthy individuals, partnerships, trusts and estates and their associated business interests.
- Working alongside partners on managing key relationships with high net worth private individuals and families and their third-party advisers.
- Leading client meetings to discuss and implement tax advisory and compliance projects.
- All aspects of financial management in relation to clients and projects including responsibility for WIP management, recoveries and billing.
- Providing technical support to the wider team both in personal tax and across other disciplines to manage tax risks.
- Coaching and mentoring junior tax team members to assist in their personal and technical development to grow the next generation of advisers.
- Being a key representative of Saffery in the Bristol marketplace, developing and building strong relationships with a range of intermediaries.
You
- Will have a strong technical background across all aspects of personal taxation with extensive experience of delivering complex advisory work, often working to tight deadlines.
- Will be a strong communicator able to adapt your delivery style to communicate with a range of clients and team members of all levels.
- Will be keen to represent Saffery in the Bristol marketplace, attending networking events and presenting externally at key intermediary events.
- Ideally you will have an existing network of intermediary relationships.
- Will have experience of coaching and mentoring team members and managing their personal development.
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, 27 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.
Director in Bristol employer: Saffery Champness
Saffery is an exceptional employer, offering a dynamic work environment in Bristol where personal growth and professional development are prioritised. With a strong focus on equality, diversity, and inclusion, employees benefit from a supportive culture that encourages collaboration and innovation, alongside a competitive benefits package including flexible working arrangements and a profit-sharing plan. Join us to lead complex advisory projects while nurturing the next generation of tax advisers in a thriving marketplace.
StudySmarter Expert Advice🤫
We think this is how you could land Director in Bristol
✨Network Like a Pro
Get out there and mingle! Attend industry events, seminars, and networking meet-ups. Building relationships with potential clients and colleagues can open doors that a CV just can't.
✨Show Off Your Expertise
When you get the chance to chat with someone in the field, don’t hold back! Share your insights on complex tax matters and showcase your problem-solving skills. This is your time to shine and demonstrate why you're the best fit for the role.
✨Follow Up After Meetings
After any meeting or networking event, drop a quick follow-up email. Thank them for their time and reiterate your interest in the role. It shows initiative and keeps you fresh in their minds!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Saffery.
We think you need these skills to ace Director in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Personal Tax Director. Highlight your experience in delivering complex advisory work and managing key client relationships. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our Bristol office. Share specific examples of your coaching and mentoring experience, as well as your ability to communicate effectively with clients and team members.
Showcase Your Technical Skills:We’re looking for someone with a strong technical background in personal taxation. Make sure to highlight your expertise in tax compliance and advisory projects. Don’t forget to mention any relevant qualifications or certifications!
Apply Through Our Website:We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Saffery Champness
✨Know Your Stuff
Make sure you brush up on all aspects of personal taxation. Be ready to discuss complex advisory projects you've worked on and how you managed tight deadlines. This will show your technical expertise and ability to handle the responsibilities of the role.
✨Showcase Your Communication Skills
As a Director, you'll need to adapt your communication style for different clients and team members. Prepare examples of how you've successfully led client meetings or collaborated with colleagues. This will demonstrate your strong communication skills and leadership potential.
✨Network Like a Pro
Since representing the company in the Bristol marketplace is key, think about your existing network of intermediary relationships. Be ready to discuss how you plan to leverage these connections to benefit the firm and grow its presence in the area.
✨Mentorship Matters
Highlight your experience in coaching and mentoring junior team members. Share specific examples of how you've helped others develop their skills, as this aligns with the company's focus on building the next generation of advisers.
