Tax Manager, Private Client Tax in London

We are recruiting for a strong Private Client Tax Manager to join our Private Client tax team in London. The role is primarily focused on the provision of high-quality personal tax compliance but also includes the provision of tax advice over the course of the year for our varied and complex client base. You will work with a varied portfolio of clients whose affairs are often complex and international in scope, including:

• High and ultra-high net worth individuals
• Long term residents and internationally mobile clients
• Multi-jurisdictional structures, including UK and offshore trusts
• Partnerships

This position offers the opportunity to work closely with experienced senior managers, directors and partners and to learn from them to support a diverse client portfolio.

The responsibilities

• You will be responsible for the delivery of all aspects of the tax compliance cycle on a timely basis on your client portfolio.
• You will prepare tax returns for complex and varied client base.
• You will prepare written correspondence for clients and deal with HM Revenue & Customs in connection with the clients' affairs.
• You will have the opportunity to correspond directly with clients, family office representatives and other key stakeholders and you will attend client meetings.
• You will work with managers, senior managers, directors and partners to deliver tax advice and tax planning for clients.
• You will be responsible for monitoring WIPs and budgets, ensuring work is billed on completion and ensuring debts are chased.

The team

The Private Client tax team is headed up by ten partners who bring a wealth of experience in looking after a varied client base including those with complex domestic and/or cross-border tax considerations. The team of circa 60 staff all work closely together to deliver high-quality tax compliance and advisory services to our impressive client base.

You

A successful candidate should have the following characteristics and skills:

• ATT and/or CTA qualified
• A positive and enthusiastic attitude
• A high level of motivation, ability and commitment
• Experience of management as they will be managing their own portfolio whilst also being responsible for overseeing and reviewing the work of more junior tax staff
• Experienced in the delivery and management of personal tax compliance services
• Excellent organisational and prioritisation skills are essential to ensure all deadlines are met
• Experience in the provision of tax advice covering income tax, capital gains tax and inheritance tax. The exact mix of advisory will be tailored to the strengths of the individual, but a broad base across all tax areas is sought after.
• From a professional services background
• Confident communicator to colleagues, partners and clients
• Comfortable working on their own initiative as well as being a good team player
• High attention to detail and the ability to work in a timely manner
• Excellent IT skills
• Optional: Experience in working with clients with international considerations, examples of which may include the FIG regime, former remittance basis users, statutory residence test, tax treaty issues, cross-border business and investments, and/or offshore trusts.

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.

About us

Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK's 15th largest accountancy firm. When you work with us at Saffery, you work with people who know your name, not just a job title. We're a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We're committed to our clients, but also to our greatest asset – our people.

As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we've got access to local insight on a global scale.

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, collaborative, progressive and responsible, Saffery is where Potential meets Personal.