At a Glance
- Tasks: Deliver top-notch tax advice to wealthy families and manage compliance portfolios.
- Company: Join a leading firm known for exceptional client service and professional growth.
- Benefits: Enjoy a flexible hybrid working policy, generous leave, and profit-sharing opportunities.
- Other info: Collaborate with a talented team and access ongoing training and networking opportunities.
- Why this job: Make a real difference in clients' lives while developing your skills in a dynamic environment.
- Qualifications: ACA or CTA qualified with experience in private client advisory.
The predicted salary is between 50000 - 60000 £ per year.
This position will be based within the UK Private Client team which provides a wide range of lead advisory and personal tax compliance services to private clients and their families. The successful candidate will predominantly support partners and directors with the team's growing portfolio of wealthy UK based families. The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value.
Responsibilities
- Delivering tax-based private client advice to large client groups, including all family members as well as their trusts, investment companies and other entities.
- Taking responsibility for a portfolio of compliance-based clients, with review responsibilities (dependent upon experience).
- Taking a lead role dealing directly with the client and supporting the Engagement Partner.
- Coordinating all the services that Saffery offers to those families, from accounts preparation to payroll and corporation tax compliance.
- Dealing with client queries and coordinating workstreams with wider private client professionals, such as lawyers, investment managers, bankers, etc.
- Liaising with client teams (i.e. CT/corporate finance/tax) to ensure timely delivery of work and dealing with ad hoc queries.
- Ensuring deliverables are prepared within the set time frame.
- Budgeting and invoicing clients.
- Staff training and development.
- Networking opportunities with intermediaries.
- Other advisory opportunities within the forensic accounting and business valuation space.
Team and context
The UK Private Client partners and team act for UK based high-net-worth and ultra-high-net-worth families, advising them on a wide range of matters from annual tax compliance to the transfer of wealth between generations. The team deals with personal matters, partnerships, complex trust structures, estates, landed estates and corporate entities.
Qualifications
- Candidates will hold an ACA or CTA qualification and will ideally have experience of working in a team of private client advisers.
- Possess a broad range of tax compliance experience in a professional services environment.
- The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills.
- The position will require a high level of capability and commitment, with the ability to manage multiple deadlines across a portfolio of clients for multiple partners.
- Candidates should be self-motivated, display a positive approach and be proactive in terms of finding solutions to the client's issues.
- Hold the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.
Systems
Systems used include MS Teams, Excel, Word, Digita, CCH Trust accounts and CCH Accounts Production. Training and initial instruction will be provided as well as ongoing training in key Microsoft applications.
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 (core hours 10:00–16:00). Excellent benefits including contributory pension, 25 days annual leave, Life Assurance and flexible benefits. Eligibility for the firm's Profit-Sharing Plan (paid in December). Eligibility for the discretionary bonus scheme.
Assistant Manager, Private Client Tax in City of Westminster employer: Saffery Llp
As an Assistant Manager in the UK Private Client team, you will thrive in a supportive and dynamic work environment that prioritises exceptional client service and professional growth. With a hybrid working policy, generous benefits including a contributory pension and profit-sharing plan, and ample opportunities for networking and training, Saffery Champness is committed to fostering a culture of collaboration and excellence, making it an outstanding employer for those looking to advance their careers in private client tax advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Manager, Private Client Tax in City of Westminster
✨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 Llp, 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 Assistant Manager, Private Client Tax in City of Westminster
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 Llp'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 Llp. 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 Llp!
How to prepare for a job interview at Saffery Llp
✨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 Llp.
✨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 Llp. It helps to show our commitment!
