At a Glance
- Tasks: Lead and grow a dynamic personal tax team while delivering complex advisory projects.
- Company: Join Saffery LLP, a top UK accountancy firm with a friendly and inclusive culture.
- Benefits: Enjoy a flexible hybrid working policy, 27 days leave, and a contributory pension scheme.
- Other info: Be part of a diverse team committed to equality and inclusion.
- Why this job: Make a real impact in personal tax advisory and develop the next generation of advisers.
- Qualifications: Strong background in personal taxation and experience in coaching and mentoring.
The predicted salary is between 80000 - 100000 € per year.
An experienced Personal Tax Director is being sought to be based in our Bristol office to help lead and grow the existing team. The successful applicant will be responsible for leading on the delivery of complex advisory project work alongside holding a number of key client relationships. Whilst the role will be focussed on advisory work, the successful candidate will sit within the wider personal tax team and provide support and coaching to colleagues on more complex tax compliance matters where required. This is a challenging and interesting client facing role which provides an excellent and un-paralleled range of work for someone with a strong tax background in all matters related to private clients and their business interests. The role provides a fantastic opportunity for the right candidate to progress their career with a leadership role in a large established personal tax team.
The Responsibilities
- Identification of planning opportunities and overseeing the delivery of complex multidisciplinary advisory projects, liaising with subject matter experts around the firm to ensure technically robust advice is delivered to clients.
- Dealing with tax affairs for wealthy individuals, partnerships, trusts and estates and their associated business interests.
- Working alongside partners on managing key relationships with high net worth private individuals and families and their third-party advisers.
- Leading client meetings to discuss and implement tax advisory and compliance projects.
- All aspects of financial management in relation to your clients and projects including responsibility for WIP management, recoveries and billing.
- Providing technical support to the wider team both in personal tax and across other disciplines to manage tax risks.
- Coaching and mentoring junior tax team members to assist in their personal and technical development to grow the next generation of advisers.
- Being a key representative of Saffery in the Bristol marketplace, developing and building strong relationships with a range of intermediaries.
The Team
The Personal Tax team is a growing and dynamic team servicing all aspects of personal tax advice and compliance to private clients. The Bristol team sits as part of the wider southern region servicing clients across our southern offices.
You
- Will have a strong technical background across all aspects of personal taxation with extensive experience of delivering complex advisory work, often working to tight deadlines.
- Will be a strong communicator able to adapt your delivery style to communicate with a range of clients and team members of all levels.
- Will be keen to represent Saffery in the Bristol marketplace, attending networking events and presenting externally at key intermediary events.
- Ideally you will have an existing network of intermediary relationships.
- Will have experience of coaching and mentoring team members and managing their personal development.
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, 27 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, enthusiasm and collegiality, Saffery is where Potential meets Personal.
Director - Personal Tax in Bristol employer: Saffery
Saffery LLP is an exceptional employer, offering a dynamic work environment in Bristol where personal growth and professional development are prioritised. With a strong commitment to work-life balance, including a hybrid working policy and generous benefits, employees are empowered to thrive both personally and professionally. The culture fosters collaboration and inclusivity, ensuring that every team member feels valued and supported as they contribute to delivering outstanding advisory services to high net worth clients.
StudySmarter Expert Advice🤫
We think this is how you could land Director - Personal Tax in Bristol
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in the personal tax field. Building relationships can open doors to opportunities that aren’t advertised.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio of your past advisory projects and client interactions. This will help you demonstrate your skills and experience during interviews.
✨Tip Number 3
Practice your pitch! Be ready to discuss how you can lead and grow teams, manage client relationships, and deliver complex projects. Confidence is key when you're in front of potential employers.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining Saffery. It shows initiative and enthusiasm, which we value highly.
We think you need these skills to ace Director - Personal Tax in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Personal Tax Director role. Highlight your advisory work and client relationship management to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about personal tax and how your background makes you the perfect candidate for leading our team in Bristol.
Showcase Your Leadership Skills:Since this role involves coaching and mentoring, don’t forget to mention any experience you have in developing others. We want to see how you can help grow the next generation of advisers at Saffery!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with Saffery!
How to prepare for a job interview at Saffery
✨Know Your Tax Stuff
Make sure you brush up on all aspects of personal taxation, especially complex advisory work. Be ready to discuss specific cases or projects you've worked on that demonstrate your expertise and problem-solving skills.
✨Showcase Your Leadership Skills
As a Director, you'll be expected to lead and mentor others. Prepare examples of how you've successfully coached team members in the past and how you plan to develop the next generation of advisers within the team.
✨Build Relationships
Since this role involves managing key client relationships, think about how you can demonstrate your ability to connect with high net worth individuals and their advisers. Share experiences where you've built strong professional relationships.
✨Be Ready for Client Scenarios
Expect to discuss real-life scenarios during the interview. Prepare to explain how you would handle complex tax compliance matters or advisory projects, showcasing your strategic thinking and client management skills.
