At a Glance
- Tasks: Provide bespoke tax advisory services to high-net-worth clients and manage a diverse portfolio.
- Company: Join a leading firm prioritising equality, diversity, and inclusion in a collaborative environment.
- Benefits: Enjoy a hybrid working policy, generous leave, and a profit-sharing plan.
- Other info: Fast-track career growth opportunities and supportive training for your specialist development.
- Why this job: Make a real impact by advising clients on tax-efficient wealth structuring and estate planning.
- Qualifications: Professionally qualified with experience in personal tax compliance and advisory services.
The predicted salary is between 60000 - 80000 € per year.
The role involves working within our Tax Advisory Team, providing bespoke tax advisory services to high-net-worth and ultra-high-net-worth individuals, entrepreneurs, family offices, and trusts. Responsibilities include managing a portfolio of clients, delivering excellent tax advice, and supporting the firm’s business development initiatives.
The successful candidate will possess strong tax technical expertise (including advising international/non-dom clients), leadership abilities, and the ability to foster client relationships. The Tax Advisory Team advises individuals and their associated entities, providing UK tax advisory services to both UK-based wealthy families and those with international affairs. This includes advising on all aspects of personal tax affairs as well as the tax position for trusts and corporate structures.
The individual will have the opportunity to craft their own specialism, following either an international or domestic private client portfolio to assist with a wide range of technical matters. The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client exceptional advice and maximum added value.
Responsibilities:
- Support the Engagement Partner through the client’s objectives and deliver on technical demands to provide excellent tax advice and service.
- Lead on client engagements and liaise with specialist teams (e.g. corporate tax, accounts, audit, payroll) to ensure timely delivery of work and handle ad-hoc queries.
- Ensure deliverables are prepared within the set time frame.
- Provide advisory services on tax-efficient wealth structuring, trusts, estate planning, and succession planning.
- Mentor junior team members, imparting technical guidance and feeding back on performance.
- Provide excellent client management skills including budgeting, invoicing, and handling ad-hoc queries.
- Pursue opportunities to grow the private client practice through referrals, networking, and contributing to pitches.
You:
The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position requires a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently. Candidates should be self-motivated, display a positive approach, and get things done. They must possess confidence and professionalism to establish credibility at all levels, be commercially minded, and have a clear perception of client requirements.
Technical skills are important; the successful candidate will have a proven track record of leading engagements with HNWI/UHNWI families. This position also requires a team-oriented and flexible personality, alongside experience in organising the delivery of tax work, problem-solving, and using their own initiative. The candidate will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax compliance and advisory services, and experience managing a demanding portfolio.
Candidates must be professionally qualified (CTA, ATT, ACA/ACCA, STEP or equivalent) with relevant experience. The firm will provide training and support to help develop the successful candidate’s specialist knowledge and capabilities. For the right individual, there is scope to progress quickly within the team.
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 (core hours are 10-4). Excellent benefits including a contributory pension scheme, 25 days annual leave, life assurance cover, and flexible benefits and family-friendly policies. Eligibility for the firm’s Profit-Sharing Plan, paid in December, and 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.
Senior Manager, Private Client Tax Advisory in London employer: Saffery Champness
As a leading firm in tax advisory services, we pride ourselves on fostering a collaborative and inclusive work culture that values diversity and encourages professional growth. Our Senior Manager role offers the unique opportunity to work with high-net-worth clients while benefiting from a flexible hybrid working policy, comprehensive training programmes, and a generous benefits package, including a contributory pension scheme and profit-sharing plan. Join us to make a meaningful impact in the lives of our clients while advancing your career in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Manager, Private Client Tax Advisory in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your technical skills and experience with HNWI/UHNWI clients. Share specific examples of how you've added value in previous roles to really impress them.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out to firms directly through our website and express your interest in working with them. Tailor your message to show how you can contribute to their Tax Advisory Team.
✨Tip Number 4
Prepare for interviews by practising common questions related to tax advisory services. Think about scenarios where you’ve successfully managed client portfolios or led teams. The more prepared you are, the more confident you’ll feel when it’s time to shine!
We think you need these skills to ace Senior Manager, Private Client Tax Advisory in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Manager role. Highlight your tax advisory expertise, especially with high-net-worth clients, and any leadership roles you've held.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your enthusiasm for the role and how your background aligns with our Tax Advisory Team's goals. Don't forget to mention your experience with international and domestic tax matters.
Showcase Your Client Management Skills:In your application, emphasise your ability to manage client relationships effectively. Share examples of how you've delivered excellent service and added value to clients in previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our team!
How to prepare for a job interview at Saffery Champness
✨Know Your Tax Stuff
Make sure you brush up on your tax technical expertise, especially around international and non-dom clients. Be ready to discuss specific scenarios where you've provided bespoke tax advice, as this will show your depth of knowledge and experience.
✨Showcase Your Client Management Skills
Prepare examples that highlight your ability to manage client relationships effectively. Think about times when you’ve handled ad-hoc queries or managed budgets and invoicing, as these are key aspects of the role.
✨Demonstrate Leadership and Teamwork
Since mentoring junior team members is part of the job, be prepared to talk about your leadership style. Share experiences where you’ve led a team or project, and how you’ve fostered collaboration to achieve results.
✨Be Ready to Discuss Business Development
The firm values growth through referrals and networking, so think of ways you’ve contributed to business development in the past. Whether it’s through pitches or building connections, having concrete examples will set you apart.
