At a Glance
- Tasks: Lead complex tax advisory projects and manage key client relationships.
- Company: Join a leading firm with a strong focus on 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 while mentoring the next generation of advisers.
- Qualifications: Strong technical background in personal taxation and experience in coaching team members.
The predicted salary is between 70000 - 90000 £ 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.
Personal Tax Director in Bristol employer: Saffery Champness
At Saffery, we pride ourselves on being an exceptional employer, particularly for our Personal Tax Director role in Bristol. Our supportive work culture fosters professional growth through mentoring and coaching opportunities, while our flexible hybrid working policy and generous benefits package, including a profit-sharing plan and family-friendly policies, ensure a healthy work-life balance. Join us to be part of a diverse team that values inclusion and is committed to delivering outstanding advisory services to high net worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax 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 potential employers or clients, don’t hold back on showcasing your knowledge. Share insights on complex tax issues and demonstrate how you can add value to their team.
✨Be a Team Player
Highlight your coaching and mentoring skills during interviews. Show that you’re not just about personal success but also about helping others grow. This is key in a leadership role like Personal Tax Director.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about joining our team.
We think you need these skills to ace Personal Tax Director in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in personal taxation and any relevant advisory projects you've led. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Personal Tax Director role. Share specific examples of your experience with high net worth clients and your coaching abilities. Let us know what excites you about joining StudySmarter!
Showcase Your Communication Skills:As a strong communicator, it's essential to demonstrate this in your application. Use clear and concise language, and make sure to adapt your tone to match our friendly and professional culture. We appreciate candidates who can connect with clients and colleagues alike!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker. Plus, it shows us you're keen on being part of the StudySmarter family!
How to prepare for a job interview at Saffery Champness
✨Know Your Tax 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 identified planning opportunities. This will show your technical expertise and ability to deliver robust advice.
✨Showcase Your Communication Skills
As a Personal Tax 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 to demonstrate your strong communication abilities.
✨Network Like a Pro
Since representing the firm in the Bristol marketplace is key, think about your existing network of intermediary relationships. Be ready to discuss how you've built these connections and how you plan to leverage them for the benefit of the firm.
✨Mentorship Matters
Highlight your experience in coaching and mentoring junior team members. Share specific examples of how you've supported their development and contributed to growing the next generation of advisers, as this aligns with the firm's values.
