At a Glance
- Tasks: Lead tax advisory services for high-net-worth clients and manage a diverse portfolio.
- Company: Join a leading firm prioritising equality, diversity, and inclusion in a supportive environment.
- Benefits: Enjoy a flexible hybrid working policy, generous leave, and profit-sharing opportunities.
- Other info: Fast-track your career in a dynamic team with excellent growth potential.
- Why this job: Make a real impact by providing bespoke tax advice to influential clients.
- Qualifications: Professionally qualified with experience in personal tax compliance and advisory services.
The predicted salary is between 60000 - 80000 £ per year.
The role involves working within our Tax Advisory Team, providing bespoke tax advisory services to high-net-worth and ultra-high-net-worth individuals, entrepreneurs, family offices, and trusts. You will manage a portfolio of clients, deliver excellent tax advice, and support the firm's business development initiatives.
The Tax Advisory Team advises individuals and their associated entities, providing UK tax advisory services to both UK-based wealthy families and those with international affairs. This includes advising on all aspects of personal tax affairs as well as the tax position for trusts and corporate structures.
The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client exceptional advice and maximum added value.
Responsibilities:
- Support the Engagement Partner through the client's objectives and deliver on technical demands.
- Lead client engagements and liaise with specialist teams (e.g., corporate tax/accounts/audit/payroll) to ensure timely delivery of work.
- 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, imparting technical guidance and providing feedback on performance.
- Manage client relationships, including budgeting, invoicing, and dealing with ad hoc queries.
- Pursue opportunities to grow the private client practice through referrals, networking, and contributing to pitches.
You:
The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position requires a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently. Candidates should be self-motivated, display a positive approach, and have the confidence and professionalism to establish credibility at all levels.
Technical skills are important, and the successful candidate will have a proven track record of leading engagements with HNWI/UHNWI families. This position also requires a team-oriented and flexible personality, alongside experience in organising the delivery of tax work, problem-solving, and the ability to use initiative.
Candidates must be professionally qualified (CTA, ATT, ACA/ACCA, STEP or equivalent) with relevant experience. The firm will provide training and support to help develop the successful candidate's specialist knowledge and capabilities.
Reward and Benefits:
A 35-hour working week with a hybrid working policy allowing flexibility to work from home for up to three days per week (core hours are 10-4). Excellent benefits include a contributory pension scheme, 25 days annual leave, life assurance cover, and great flexible benefits and family-friendly policies. Eligibility for the firm's profit-sharing plan and 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. We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability, or neurodivergence, because individual differences equal collective strength.
Senior Manager (Advisory) - Private Client Tax (International in London employer: Saffery
Saffery Champness is an exceptional employer, offering a dynamic work environment where you can thrive as a Senior Manager in our Tax Advisory Team. With a strong commitment to employee growth, we provide tailored training and support, alongside a hybrid working policy that promotes work-life balance. Our inclusive culture prioritises equality and diversity, ensuring that every team member feels valued and empowered to contribute to our clients' success while enjoying competitive benefits and opportunities for rapid career progression.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Manager (Advisory) - Private Client Tax (International in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with someone from the firm, make sure to highlight your tax advisory skills and experience with high-net-worth clients. Tailor your conversation to showcase how you can add value to their team.
✨Tip Number 3
Prepare for interviews by researching the firm’s recent projects and initiatives. This will not only impress them but also help you ask insightful questions that show your genuine interest in their work and culture.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and ready to contribute to our mission of providing exceptional client service.
We think you need these skills to ace Senior Manager (Advisory) - Private Client Tax (International in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Senior Manager role. Highlight your tax advisory expertise, especially with high-net-worth clients, and any leadership roles you've held.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your enthusiasm for the role and how your background aligns with our values at StudySmarter. Don’t forget to mention your experience in managing client portfolios and delivering exceptional service.
Showcase Your Technical Skills:We want to see your technical prowess! Be sure to include examples of your work with international/non-dom clients and any relevant qualifications like CTA or ACA. This will help us understand your capability in handling complex tax matters.
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 the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Saffery
✨Know Your Tax Stuff
Make sure you brush up on your tax technical expertise, especially around international and non-dom clients. Be ready to discuss specific scenarios where you've provided bespoke tax advice, as this will show your depth of knowledge and experience.
✨Showcase Your Client Management Skills
Prepare examples that highlight your ability to manage client relationships effectively. Think about times when you've dealt with budgeting, invoicing, or resolving ad hoc queries, as these are key aspects of the role.
✨Demonstrate Leadership and Teamwork
Since mentoring junior team members is part of the job, be prepared to talk about your leadership style. Share experiences where you've led a team or project, and how you foster collaboration to achieve results.
✨Be Ready to Discuss Business Development
The firm values growth through referrals and networking, so think of ways you've contributed to business development in the past. Whether it's through pitches or building client networks, showcasing your commercial mindset will set you apart.
