At a Glance
- Tasks: Manage personal tax compliance and provide tailored tax advice for diverse clients.
- Company: Join Saffery LLP, a leading UK accountancy firm with a supportive culture.
- Benefits: Enjoy a flexible 35-hour work week, generous leave, and profit-sharing opportunities.
- Other info: Be part of a diverse team committed to equality and inclusion.
- Why this job: Make a real impact while learning from experienced professionals in a dynamic environment.
- Qualifications: ATT/CTA qualified with strong communication and organisational skills.
The predicted salary is between 56250 - 68750 £ per year.
We are recruiting for a strong Private Client Tax Manager to join our Private Client tax team in London. The role is primarily focused on the provision of high-quality personal tax compliance but also includes the provision of tax advice over the course of the year for our varied and complex client base. You will work with a varied portfolio of clients whose affairs are often complex and international in scope, including:
- High and ultra-high net worth individuals
- Long term residents and internationally mobile clients
- Multi-jurisdictional structures, including UK and offshore trusts
- Partnerships
Our clients include high and ultra-high net worth individuals, non-domiciled clients and those with complex cross border tax considerations, UK and offshore trusts, and partnerships. This position offers the opportunity to work closely with experienced senior managers, directors and partners and to learn from them to support a diverse client portfolio.
The responsibilities
- You will be responsible for the delivery of all aspects of the tax compliance cycle on a timely basis on your client portfolio.
- You will prepare tax returns for complex and varied client base.
- You will prepare written correspondence for clients and deal with HM Revenue & Customs in connection with the clients’ affairs.
- You will have the opportunity to correspond directly with clients, family office representatives and other key stakeholders and you will attend client meetings.
- You will work with managers, senior managers, directors and partners to deliver tax advice and tax planning for clients.
- You will be responsible for monitoring WIPs and budgets, ensuring work is billed on completion and ensuring debts are chased.
The team
The Private Client tax team is headed up by ten partners who bring a wealth of experience in looking after a varied client base including those with complex domestic and/or cross-border tax considerations. The team of circa 60 staff all work closely together to deliver high-quality tax compliance and advisory services to our impressive client base.
You
A successful candidate should have the following characteristics and skills:
- ATT and/or CTA qualified
- A positive and enthusiastic attitude
- A high level of motivation, ability and commitment
- Experience of management as they will be managing their own portfolio whilst also being responsible for overseeing and reviewing the work of more junior tax staff
- Experienced in the delivery and management of personal tax compliance services
- Excellent organisational and prioritisation skills are essential to ensure all deadlines are met
- Experience in the provision of tax advice covering income tax, capital gains tax and inheritance tax. The exact mix of advisory will be tailored to the strengths of the individual, but a broad base across all tax areas is sought after.
- From a professional services background
- Confident communicator to colleagues, partners and clients
- Comfortable working on their own initiative as well as being a good team player
- High attention to detail and the ability to work in a timely manner
- Excellent IT skills
Optional: Experience in working with clients with international considerations, examples of which may include the FIG regime, former remittance basis users, statutory residence test, tax treaty issues, cross-border business and investments, and/or offshore trusts.
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, 25 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, collaborative, progressive and responsible, Saffery is where Potential meets Personal.
Tax Manager, Private Client Tax in London employer: Saffery
Saffery LLP is an exceptional employer that fosters a collaborative and supportive work culture in the vibrant city of Bristol. With a strong emphasis on employee growth, we offer numerous opportunities for professional development, including leadership roles and participation in our annual tax conference. Our commitment to work-life balance and a diverse portfolio of clients ensures that you will find meaningful and rewarding challenges in your role as a Corporate Tax Manager.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager, Private Client Tax in London
✨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, 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 Tax Manager, Private Client Tax in London
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'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. 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!
How to prepare for a job interview at Saffery
✨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.
✨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. It helps to show our commitment!
