At a Glance
- Tasks: Manage private client tax compliance and advisory services, building strong client relationships.
- Company: Join Saffery LLP, a leading UK accountancy firm with a friendly and inclusive culture.
- Benefits: Enjoy a flexible hybrid working policy, 25 days annual leave, and a profit-sharing plan.
- Other info: Be part of a diverse team committed to excellence and personal growth.
- Why this job: Make a real impact in the world of personal tax while developing your skills.
- Qualifications: CTA qualified with experience in UK private client tax compliance and advisory.
The predicted salary is between 54000 - 66000 £ per year.
The role involves working within the UK Private Client Team, providing a wide range of services to private individuals, families, and their associated entities. These services include personal and trust tax compliance, tax advisory support, and general private client project work. The successful applicant will oversee all aspects of a client’s UK tax compliance affairs.
As a key member of this team, you will provide tax compliance and advisory services to private clients and their businesses, with flexibility to mould a portfolio between compliance and advisory services, up to a 50/50 split. You will support partners and directors in delivering high-quality personal tax compliance and advisory services, ensuring deadlines are met and technical standards are maintained.
The responsibilities include:
- Managing a portfolio of private clients, delivering high-quality UK personal tax and trust tax compliance services, as well as ad hoc advisory work.
- Reviewing UK self-assessment tax returns and associated computations for individuals, trustees, and partnerships.
- Providing personal tax advice related to income tax, CGT, and IHT.
- Ensuring compliance deadlines are met by liaising with clients to obtain information timely.
- Acting as the primary point of contact for clients on tax compliance matters, building strong relationships.
- Supporting partners and directors with technical input on complex tax compliance issues.
- Managing HMRC correspondence and enquiries, preparing responses, and supporting partners on complex matters.
- Liaising with other service lines to deliver joined-up client solutions.
- Identifying areas where clients may benefit from additional advisory services.
- Budgeting, monitoring recoveries, and supporting invoicing for client portfolios.
- Delegating work effectively to junior team members and reviewing their work for accuracy.
- Coaching, training, and developing junior staff within the UK Private Client Team.
- Contributing to the continuous improvement of tax compliance processes and internal best practices.
The team: The UK Private Client Team consists of 5 Partners and close to 30 staff members, advising wealthy individuals and families on all aspects of their personal tax compliance.
You: The successful applicant will be confident in building strong relationships with clients and colleagues, commercially aware, and have a clear understanding of client requirements. They will be enthusiastic, technically strong, highly organised, and possess excellent interpersonal skills. A strong commitment to client service, effective management of deadlines, and oversight of multiple compliance workflows is essential. The candidate should be self-motivated, pragmatic, proactive, and CTA qualified, with significant experience in UK private client tax compliance and advisory.
Reward and benefits: A 35-hour working week with a hybrid working policy, excellent benefits including a contributory pension scheme, 25 days annual leave, Life Assurance cover, and eligibility for the firm’s Profit-Sharing Plan and discretionary bonus scheme.
About us: Saffery LLP is an adviser to individuals and businesses across various sectors, providing market-leading accountancy, audit, business advisory, tax, and VAT services. Founded in 1855, we are the UK’s 15th largest accountancy firm, committed to our clients and our people.
Equality, Diversity & Inclusion: We prioritise equality, diversity, and inclusion, building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion.
Private Client Tax , Manager/Senior Manager in London employer: Saffery Champness
Saffery LLP is an exceptional employer that prioritises the well-being and growth of its employees, offering a flexible hybrid working policy and a supportive work culture. With a strong commitment to equality, diversity, and inclusion, the firm fosters an environment where every individual can thrive, while providing excellent benefits such as a contributory pension scheme and a profit-sharing plan. Located in London, this role as a Senior Data Analyst not only allows for professional development through challenging projects but also connects you with a global network of industry leaders.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax , Manager/Senior Manager in London
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We think you need these skills to ace Private Client Tax , Manager/Senior Manager in London
Some tips for your application 🫡
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How to prepare for a job interview at Saffery Champness
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Saffery Champness.
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