At a Glance
- Tasks: Provide high-level tax advice and manage client relationships for HNW and UHNW clients.
- Company: Join Saffery LLP, a leading UK accountancy firm with a rich history.
- Benefits: Enjoy a 35-hour work week, hybrid working, generous leave, and profit-sharing opportunities.
- Other info: Embrace a culture of equality, diversity, and inclusion in a dynamic work environment.
- Why this job: Make a real impact in private client tax advisory while mentoring junior team members.
- Qualifications: CTA qualified with experience in private client tax and strong interpersonal skills.
The predicted salary is between 60000 - 75000 £ per year.
Overview
We are looking for a bright and enthusiastic Assistant Manager/Manager to work within our UK Private Client Team in London. The role supports partners and directors in providing high-level private client tax advice and acts as the staff lead on client relationships. The team delivers a wide range of strategic advisory and tax compliance services to private clients and their associated entities.
Responsibilities
- Provide tax advice for HNW and UHNW clients, focusing on income tax, CGT and IHT.
- Oversee the delivery of all aspects of tax advice and compliance for clients and associated entities such as companies, trusts and partnerships.
- Conduct technical research to interpret legislation and HMRC guidance, delivering clear written advice and reports.
- Support partners with tax planning projects, restructuring and succession planning for HNW families, trusts, family investment companies and landed estates.
- Liaise proactively with HMRC regarding queries, disclosures and compliance issues.
- Mentor junior team members, reviewing their work and contributing to internal training on trust taxation and private client updates.
Qualifications
- CTA qualified with experience in onshore and/or offshore private client tax matters.
- Proven experience managing a demanding client portfolio and reporting to multiple stakeholders.
- Strong interpersonal, organisational and teamwork skills, with the ability to manage deadlines and run multiple projects concurrently.
- Commercially minded with a clear perception of client requirements.
- Self‑motivated, positive approach and the confidence to establish credibility at all levels.
About the Firm
Saffery LLP is a UK-based adviser to individuals and businesses, offering market‑leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, the firm is the UK’s 15th largest accountancy firm and a member of the Nexia network.
Equality, Diversity & Inclusion
Equality, diversity and inclusion is a top priority. The firm promotes a culture of inclusion and affirms that everyone belongs.
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 of annual leave.
- Life Assurance cover.
- Flexible benefits and family‑friendly policies.
- Eligibility for the firm’s Profit‑Sharing Plan paid in December.
- Eligibility for the discretionary bonus scheme.
Private Client Tax Advisory Manager in City of Westminster employer: Saffery Llp
Saffery LLP is an exceptional employer, offering a dynamic work culture that values collaboration and innovation within the Tax Advisory Team. With a focus on employee growth, the company provides tailored training opportunities and a hybrid working policy, ensuring a healthy work-life balance while serving high-net-worth clients. The contributory pension scheme and discretionary bonus scheme further enhance the rewarding experience of being part of this prestigious firm.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisory Manager 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 Private Client Tax Advisory Manager 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!
