At a Glance
- Tasks: Manage private client tax compliance and provide advisory services to individuals and families.
- Company: Join a leading firm with a supportive and dynamic UK Private Client Team.
- Benefits: Enjoy a flexible hybrid working policy, generous leave, and profit-sharing opportunities.
- Other info: Collaborative environment with excellent training and career growth potential.
- Why this job: Make a real impact by helping clients navigate their tax affairs while developing your skills.
- Qualifications: CTA qualified with experience in UK private client tax compliance and team leadership.
The predicted salary is between 55000 - 65000 £ 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 a wide range of tax compliance and advisory services to private clients and their businesses, supporting partners and directors in delivering high-quality personal tax and trust compliance services.
The responsibilities include:
- Managing a portfolio of private clients, ensuring the delivery of high-quality UK personal tax and trust tax compliance services.
- Reviewing UK self-assessment tax returns, trust and estate tax returns, and associated computations for individuals, trustees, and partnerships.
- Ensuring all compliance deadlines are met, liaising with clients to obtain information in a timely manner.
- Acting as the primary point of contact for clients on tax compliance matters, building strong and trusted relationships.
- Supporting partners and directors with technical input on complex tax compliance issues.
- Managing HMRC correspondence and enquiries, preparing responses, and supporting partners on more 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 and consistency.
- 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, the ability to manage deadlines effectively, and oversee multiple compliance workflows concurrently is essential. The candidate should be self-motivated, pragmatic, proactive, and possess a positive and professional approach to their work. CTA qualified, ideally holding ACA or ACCA qualification, with significant experience in UK private client tax compliance, including personal tax, trust and estate compliance, and managing complex client portfolios. Experience in providing written tax advice and supervising junior staff is required.
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 great flexible benefits. Eligibility for the firm’s Profit-Sharing Plan and discretionary bonus scheme.
Private Client Tax Compliance Manager employer: Saffery Champness
Join a dynamic and supportive environment as a Private Client Tax Compliance Manager, where you will have the opportunity to work with a diverse portfolio of high-net-worth individuals and families. Our firm prioritises employee growth through comprehensive training and development programmes, alongside a flexible hybrid working policy that promotes work-life balance. With excellent benefits, including a contributory pension scheme and a discretionary bonus scheme, we are committed to fostering a culture of collaboration and excellence, making us an outstanding employer in the tax compliance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Compliance Manager
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Saffery Champness, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Compliance Manager
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Saffery Champness's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Saffery Champness. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Saffery Champness!
How to prepare for a job interview at Saffery Champness
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Saffery Champness.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Saffery Champness. It helps to show our commitment!
