At a Glance
- Tasks: Manage client portfolios and deliver top-notch tax advisory services.
- Company: Dynamic firm prioritising equality, diversity, and inclusion.
- Benefits: Hybrid working, 25 days leave, pension scheme, and profit-sharing plan.
- Other info: Mentorship opportunities and a supportive work environment.
- Why this job: Join a team that values your input and fosters professional growth.
- Qualifications: Professional qualification in tax or accounting with relevant experience.
The predicted salary is between 60000 - 80000 £ per year.
Role Overview
We are looking for a bright and enthusiastic Senior Manager to work within our Tax Advisory Team. The successful candidate will play a critical role in providing bespoke tax advisory services to high-net-worth and ultra-high-net-worth individuals, entrepreneurs, family offices, and trusts. You will be responsible for managing a portfolio of clients, delivering excellent tax advice, and supporting the firm’s business development initiatives.
Responsibilities
- Manage a portfolio of clients and deliver excellent tax advice.
- Lead client engagements and liaise with specialist teams (corporate tax, accounts, audit, payroll) to ensure timely delivery.
- 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, providing technical guidance and performance feedback.
- Manage client relationships, budgeting, invoicing and ad‑hoc queries.
- Pursue opportunities to grow the private‑client practice through referrals, networking and contributing to pitches.
Qualifications
- Professionally qualified (CTA, ATT, ACA/ACCA, STEP or equivalent) with relevant experience.
- Proven track record of leading engagements with high-net-worth and ultra-high-net-worth families.
- Strong tax technical expertise, including advising international/non-dom clients.
- Leadership abilities and a team‑oriented, flexible personality.
- Excellent interpersonal, organisational and client‑management skills.
- Ability to manage deadlines, run multiple projects concurrently and use own initiative.
- Commercially minded with a clear perception of client requirements.
Benefits
- 35‑hour working week with a hybrid working policy; up to three days per week from home (core hours 10‑4).
- Contributory pension scheme.
- 25 days annual leave.
- Life assurance cover.
- Flexible benefits and family‑friendly policies.
- Eligibility for the firm’s profit‑sharing plan (paid in December).
- Discretionary bonus scheme.
Equality, Diversity & Inclusion
Equality, diversity and inclusion is a top priority for us. Our ED&I strategy, Everyone Belongs, builds an equitable culture of inclusion.
Manager (Advisory) in City of Westminster employer: Saffery Llp
As a leading firm in tax advisory services, we pride ourselves on fostering a supportive and inclusive work environment that prioritises employee growth and well-being. With a flexible hybrid working policy, competitive benefits, and a strong commitment to equality, diversity, and inclusion, our team members are empowered to thrive both professionally and personally while making a meaningful impact for our high-net-worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Manager (Advisory) 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 Manager (Advisory) 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!
