At a Glance
- Tasks: Manage private client tax compliance and provide advisory support for individuals and trusts.
- Company: Join a leading firm with a focus on equality, diversity, and inclusion.
- Benefits: Enjoy flexible working, generous leave, and a profit-sharing plan.
- Other info: Be part of a dynamic team with opportunities for professional growth.
- Why this job: Make a real impact by helping clients navigate their tax affairs.
- Qualifications: CTA qualified with experience in UK private client tax compliance.
The predicted salary is between 55000 - 65000 £ per year.
We are looking for a bright and enthusiastic Tax Manager to work within our UK Private Client Team and provide personal and trust tax compliance, tax advisory support and general private client project work. You will oversee all aspects of a client’s UK tax compliance affairs, building a portfolio and delivering high‑quality compliance and advisory services, with a flexible mix of compliance and advisory work.
Responsibilities
- Managing a portfolio of private clients, delivering high‑quality UK personal tax and trust tax compliance services and ad hoc advisory work.
- Reviewing UK self‑assessment tax returns, trust and estate tax returns and associated computations for individuals, trustees and partnerships.
- Providing personal tax advice on income tax, CGT and IHT.
- Ensuring all compliance deadlines are met, liaising with clients to obtain information in a timely manner.
- Acting as the primary point of contact for clients on tax compliance matters and building strong, trusted relationships.
- Supporting partners and directors with technical input on complex tax compliance issues, including residency, domicile, remittances and capital taxes.
- Managing HMRC correspondence and enquiries, preparing responses and supporting partners on more complex matters.
- Liaising with other service lines (corporate tax, accounts, VAT and financial planning) to deliver joined‑up client solutions.
- Identifying opportunities for additional advisory services and escalating appropriately.
- Budgeting, monitoring recoveries and supporting invoicing for client portfolios.
- Delegating work to junior team members and reviewing their work to ensure accuracy and consistency.
- Coaching, training and developing junior staff within the UK Private Client Team.
- Contributing to continuous improvement of tax compliance processes and internal best practice.
The team
The UK Private Client Team consists of 5 Partners and close to 30 staff. The team advises wealthy individuals, families and their associated entities, handling all aspects of personal tax compliance for trusts, estates and private companies.
You
- Confident in building strong relationships with clients and colleagues, commercially aware, with clear understanding of client requirements and expectations.
- Enthusiastic, technically strong, highly organised, with excellent interpersonal skills, strong commitment to client service, effective deadline management and ability to oversee multiple compliance workflows concurrently.
- Self‑motivated, pragmatic and proactive, with a positive and professional approach to work.
- CTA qualified, and ideally holding ACA or ACCA qualification.
- Significant experience in UK private client tax compliance (personal tax, trust and estate compliance) and managing complex client portfolios.
- Experience providing written tax advice and supervising and developing junior staff is essential.
Reward and benefits
A 35‑hour working week with a hybrid policy, flexible working from home up to three days per week (core hours 10‑4). Excellent benefits including contributory pension scheme, 25 days annual leave, life assurance cover and flexible family‑friendly policies. Eligibility for the firm’s profit‑sharing plan (paid in December). Eligibility for discretionary bonus scheme.
Equality, Diversity & Inclusion
Equality, diversity and inclusion is a top priority. With our ED&I strategy, ‘Everyone Belongs’, we build a positive work culture and implement initiatives to improve diversity and strengthen an equitable culture of inclusion, led from the top.
Private Client Tax Compliance Manager employer: Saffery
Join a dynamic and supportive environment as a Private Client Tax Compliance Manager, where your expertise will be valued and your professional growth nurtured. With a strong commitment to work-life balance, our hybrid working policy allows for flexibility, while our focus on equality, diversity, and inclusion fosters a welcoming culture. Enjoy competitive benefits, including a contributory pension scheme and profit-sharing opportunities, all within a collaborative team dedicated to delivering exceptional client service.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Compliance 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 Tax Compliance 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!
