At a Glance
- Tasks: Lead and advise high-net-worth clients on complex tax matters and strategic planning.
- Company: Join Saffery LLP, a top UK accountancy firm with a focus on personal relationships.
- Benefits: Enjoy a flexible hybrid working policy, competitive salary, and generous leave.
- Other info: Be part of a diverse team committed to continuous learning and professional growth.
- Why this job: Make a real impact by advising ultra-high-net-worth individuals and families.
- Qualifications: ACA and/or CTA qualified with strong interpersonal and organisational skills.
We are seeking an experienced and commercially minded Senior Manager to join our UK Private Client team in London. This is an opportunity to take a leading role in advising a sophisticated portfolio of ultra-high-net-worth individuals, families, trusts, estates and associated business interests, whilst helping to drive the continued growth and success of the practice. The successful candidate will work closely with Partners and Directors on complex client matters, whilst taking ownership of significant client relationships and acting as a trusted adviser to clients and their professional networks.
In addition to delivering exceptional technical advice, the role will involve leading and developing teams, identifying business development opportunities and contributing to the strategic direction of the Private Wealth & Estates Group. The UK Private Client team provides a wide range of strategic advisory, tax and accounting services to private clients and their associated entities. A significant proportion of our work relates to large family groups, including trusts, partnerships, family investment companies and privately owned businesses.
The responsibilities
- Lead a portfolio of complex private client relationships, acting as a trusted adviser to high-net-worth and ultra-high-net-worth individuals, trusts, estates, family offices and associated business interests.
- Oversee the delivery and review of tax compliance and reporting services, including trust and personal tax returns, estate accounts, trust accounts and inheritance tax matters, ensuring the highest standards of quality and client service.
- Provide technical leadership across a broad range of private client advisory matters, including trust structuring, succession planning, inheritance tax, residence and domicile issues, wealth preservation and family governance.
- Lead complex advisory and planning projects, working collaboratively with clients, their professional advisers and colleagues across the firm to deliver commercially focused solutions.
- Develop and strengthen client and intermediary relationships, identifying opportunities to broaden service lines, support business development activities and contribute to the continued growth of the UK Private Client team.
- Coach, mentor and develop Managers, Assistant Managers and junior colleagues, fostering a culture of continuous learning, collaboration and technical excellence.
- Manage client portfolios from both a commercial and operational perspective, taking responsibility for budgeting, recoverability, resource planning, risk management and overall profitability.
- Contribute to the wider success of the firm through thought leadership, networking, cross-service collaboration and participation in strategic initiatives and business planning activities.
The team
The UK Private Client team advises individuals and their associated entities. A proportion of the group’s work relates to large family groups and their associated operating structures, including family investment companies, trusts and general partnerships. 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.
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. Candidates should be ACA and/or CTA qualified. The successful candidate will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax and corporate compliance deadlines. The candidate will need to have experience in managing a demanding portfolio with a range of clients, reporting to multiple stakeholders simultaneously. 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 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.
Private Client and Trusts Tax, Senior Manager employer: Saffery
Saffery is an excellent employer, offering a dynamic work culture that prioritises employee well-being and professional growth. With a flexible working week, generous leave policy, and comprehensive health benefits, employees are supported in achieving a healthy work-life balance while contributing to meaningful compliance efforts in the financial sector. The London location provides unique networking opportunities and exposure to a diverse client base, making it an ideal place for those looking to advance their careers in financial crime compliance.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client and Trusts Tax, Senior Manager
✨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 Private Client and Trusts Tax, Senior Manager
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!
