At a Glance
- Tasks: Manage personal tax compliance and advisory for high-net-worth clients while mentoring junior staff.
- Company: Join a leading firm with a strong focus on equality, diversity, and inclusion.
- Benefits: Enjoy a flexible hybrid working policy, generous leave, and a profit-sharing plan.
- Other info: Be part of a dynamic team with excellent career growth opportunities.
- Why this job: Make a real impact in personal tax while developing your career in a supportive environment.
- Qualifications: 1-2 years of management experience in personal tax and CTA qualified.
The predicted salary is between 50000 - 60000 £ per year.
Due to an increase in demand, our Edinburgh office is recruiting for an experienced Personal Tax Manager to work directly with the existing Senior Managers, Directors and Partners in a role comprising both compliance and advisory aspects. Our Personal Tax team looks after a growing portfolio of individuals, trusts, partnerships, including LLPs across a range of sectors, particularly landed estates, rural businesses and professional services practices. Our clients include complex family groupings which often involve corporate entities and some knowledge of corporate tax matters would be advantageous in providing a holistic advisory approach. As a training office, there is also an expectation that the candidate would support the development of more junior staff in on the job training. There are opportunities to get involved in firm wide advisory, committees and presentations if the individual wishes to do so.
Key duties include:
- Ensuring technical competence and accuracy of the team's work through review
- Budgeting
- Adherence to statutory and other deadlines
- Meeting billing targets
- Monitoring time and recovery for allocated clients
- Reporting back to partners
- Liaising with clients in relation to day-to-day tax affairs and planning issues.
The Personal Tax team consists of over 120 employees spread over 9 UK offices (Bristol, Bournemouth, High Wycombe, Peterborough, Edinburgh, Inverness, Leeds, London and Manchester). The team delivers exceptional quality compliance and advisory services to a wide range of high-net-worth private clients, these include those with UK and offshore interests, property owners, business owners, partnerships and trusts.
Our Edinburgh office is home to 6 partners and over 70 staff. Our modern, purpose-built office space in Haymarket Square is within walking distance of the city centre with easy access to bus, tram and national rail services.
You Key characteristics and skills required:
- A positive and enthusiastic attitude
- A high level of motivation, ability and commitment
- Previous relevant experience of management as will be managing your own portfolio whilst also being responsible for 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
- Will have had experience in the provision of tailored advice, including, inheritance and capital gains tax planning, international tax aspects, and trust planning.
- The exact mix of advisory will be tailored to the strengths of the individual, but a broad base is required to permit work in most if not all of the above areas.
- Land based issues form a significant part of the current workload.
- Will be from a professional services background
- Excellent interpersonal skills with confidence in dealing with partners and clients.
- Comfortable working on 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
Ideally you will have:
- A minimum of 1-2 years relevant experience operating at Manager level and CTA qualified.
- Dealt with a range of tax issues appropriate to our client base of private clients and professional services businesses.
- Commitment to a career in tax and will have relevant strong experience in either tax focused or a general practice role in a medium to large sized firm.
- It is essential that you have experience of organising the delivery of tax work, problem solving and the ability to use your own initiative.
- Previous experience of using computerised tax packages is useful.
- The ability to provide accurate work in a timely and cost-effective manner.
Rewards/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
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.
Personal Tax Manager employer: Saffery
At Saffery Champness, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture in our modern Edinburgh office. With a strong focus on employee growth, we provide opportunities for professional development, including mentoring junior staff and involvement in firm-wide initiatives, all while enjoying a flexible hybrid working policy and competitive benefits. Join us to be part of a team that values excellence, integrity, and diversity, where your contributions truly matter.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Personal Tax Manager role.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your experience in personal tax compliance and advisory services. Share specific examples of how you've managed portfolios or provided tailored advice. We want to see your passion for tax and how you can bring value to our team!
✨Prepare for Interviews
Do your homework before any interview! Understand the company’s values, their client base, and recent news. We love candidates who are genuinely interested in our work and can discuss how they can contribute to our success. Practice common interview questions and prepare some thoughtful questions of your own.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we often have exclusive roles listed there that you won’t find anywhere else. Let’s make your job search easier together!
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal Tax Manager role. Highlight your previous management experience and any relevant tax compliance services you've delivered.
Craft a Compelling Cover Letter:Use your cover letter to showcase your enthusiasm for the role and the firm. Mention specific experiences that demonstrate your ability to manage a portfolio and support junior staff, as well as your interest in advisory work.
Showcase Your Technical Skills:Since this role requires a high level of technical competence, be sure to mention any relevant qualifications, like CTA, and your experience with tax planning and compliance. This will help us see your fit for the position.
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 personal tax compliance and advisory services. Familiarise yourself with inheritance and capital gains tax planning, as well as international tax aspects. Being able to discuss these topics confidently will show that you're ready to manage your own portfolio.
✨Show Off Your Management Skills
Since you'll be managing junior staff, be prepared to share examples of your previous management experience. Talk about how you've supported team members in their development and how you ensure the accuracy of work. This will demonstrate your leadership capabilities.
✨Be Client-Focused
Highlight your interpersonal skills and your ability to liaise with clients effectively. Prepare to discuss how you've handled client relationships in the past, especially in complex situations. This will show that you can maintain strong client connections while managing their day-to-day tax affairs.
✨Embrace the Team Spirit
While it's important to showcase your individual skills, don't forget to emphasise your ability to work as part of a team. Share experiences where you've collaborated with others, particularly in a professional services environment. This will align with the firm's values of collegiality and teamwork.
