At a Glance
- Tasks: Provide bespoke tax advisory services to high-net-worth individuals and manage client portfolios.
- Company: Join Saffery LLP, a leading UK accountancy firm with a friendly and supportive culture.
- Benefits: Enjoy a hybrid working policy, 25 days annual leave, and a contributory pension scheme.
- Other info: Opportunities for rapid career progression and a commitment to equality and diversity.
- Why this job: Make a real impact by advising clients on tax-efficient wealth structuring and estate planning.
- Qualifications: Professionally qualified (CTA, ATT, ACA/ACCA, STEP) with experience in personal tax compliance.
The predicted salary is between 60000 - 80000 £ per year.
We are looking for a bright and enthusiastic Senior Manager or Manager to work within our Tax Advisory Team. The successful candidate will play a critical role in providing bespoke tax advisory services to high-net-worth and Ultra-high-net worth individuals, entrepreneurs, family offices, and trusts. You will be responsible for managing a portfolio of clients, delivering excellent tax advice, and supporting the firm's business development initiatives.
This successful candidate will possess strong tax technical expertise (including advising international/non-dom clients), leadership abilities, and the ability to foster client relationships. The Tax Advisory Team advises individuals and their associated entities. The team provides UK tax advisory services to both UK based wealthy families, as well as those with international affairs, and includes advising on all aspects of their personal tax affairs as well as the tax position for their trust and corporate structures.
The individual will have an opportunity to craft their own specialism following a more international or domestic private client portfolio to assist with a wide range of technical matters. The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value.
The responsibilities
- Support the Engagement Partner through the client's objectives and deliver on technical demands (with the support of a well-established team framework) to deliver excellent tax advice and service to the client.
- Lead on client engagements and liaise with specialist teams (ie corporate tax/accounts/audit/payroll) to ensure timely delivery of work and deal with ad hoc queries.
- 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 feeding back on performance.
- Provide excellent client management skills including budgeting, invoicing clients 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 will require 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 can get things done. In addition, they should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.
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-orientated and flexible personality, alongside the experience of organising the delivery of tax work, problem solving and the ability to use their own initiative. The successful candidate will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax compliance and advisory services. The candidate will need to have experience in managing a demanding portfolio. 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. For the right individual, there is scope to progress quickly within the team.
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, enthusiasm and collegiality, Saffery is where Potential meets Personal.
Manager (Advisory) - Private Client Tax (International) employer: Saffery
Saffery LLP is an exceptional employer that prioritises the growth and well-being of its employees, offering a supportive work culture where individual contributions are valued. With a hybrid working policy, generous benefits including a contributory pension scheme and profit-sharing plan, and a commitment to professional development, employees can thrive in their careers while enjoying a healthy work-life balance. Located in a dynamic environment, Saffery fosters a sense of community and inclusivity, making it an ideal place for those seeking meaningful and rewarding employment in the tax advisory sector.
StudySmarter Expert Advice🤫
We think this is how you could land Manager (Advisory) - Private Client Tax (International)
✨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 Manager (Advisory) - Private Client Tax (International)
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!
