At a Glance
- Tasks: Lead and grow a dynamic personal tax team while delivering complex advisory projects.
- Company: Join Saffery, a leading firm with a strong focus on personal tax advice.
- Benefits: Enjoy a flexible hybrid working policy, 27 days leave, and a contributory pension scheme.
- Other info: Be part of a diverse and inclusive culture that values everyone's contribution.
- Why this job: Make a real impact in a client-facing role with excellent career progression opportunities.
- Qualifications: Strong background in personal taxation and experience in coaching team members.
The predicted salary is between 70000 - 90000 £ 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.
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.
Personal Tax Director in Bristol employer: Saffery
Saffery Champness is an exceptional employer, offering a dynamic work environment in Bristol where personal growth and professional development are prioritised. With a strong focus on equality, diversity, and inclusion, employees benefit from a supportive culture that encourages collaboration and innovation, alongside a competitive benefits package including flexible working arrangements and a profit-sharing plan. This role as Personal Tax Director not only provides the opportunity to lead a talented team but also to engage with high-profile clients, making it a rewarding career choice for those passionate about personal taxation.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Director in Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential colleagues or clients on LinkedIn. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Show off your expertise! When you get the chance to meet with potential employers or clients, make sure to highlight your experience in personal taxation and advisory work. Share specific examples of how you've tackled complex projects and delivered results.
✨Tip Number 3
Be proactive! If you see a company you're interested in, don’t wait for them to post a job. Reach out directly, express your interest, and ask if they have any upcoming opportunities. This shows initiative and can set you apart from other candidates.
✨Tip Number 4
Utilise our website! We’ve got loads of resources and tips to help you ace your job search. Plus, applying through our site gives you a better chance of being noticed by our hiring team. So, what are you waiting for? Dive in!
We think you need these skills to ace Personal Tax Director in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Personal Tax Director role. Highlight your experience in delivering complex advisory projects and managing client relationships, as these are key aspects of the job. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team in Bristol. Share specific examples of your coaching and mentoring experience, and how you’ve successfully navigated complex tax matters. Let us know why you’re excited about this opportunity!
Showcase Your Communication Skills:As a Personal Tax Director, strong communication is essential. In your application, demonstrate how you've adapted your delivery style to engage with clients and team members at all levels. We want to see that you can lead client meetings and build relationships effectively!
Apply Through Our Website:We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come directly from our site!
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 scenarios where you've successfully navigated tricky tax issues, as this will show your expertise and confidence.
✨Showcase Your Leadership Skills
Since the role involves coaching and mentoring, think of examples where you've led a team or supported colleagues in their development. Highlight your ability to communicate effectively with different levels of staff and clients, as this is crucial for the Personal Tax Director position.
✨Build Relationships
Demonstrate your networking skills by discussing any existing relationships you have with intermediaries or high net worth individuals. Share how you've successfully managed client relationships in the past, as this will be key to thriving in this role.
✨Prepare for Client Meetings
Be ready to talk about how you would approach leading client meetings. Think about how you can present complex tax advisory projects clearly and effectively, ensuring that clients feel informed and confident in your advice.
