At a Glance
- Tasks: Lead tax advisory services for high-net-worth clients and manage a diverse portfolio.
- Company: Join a leading firm prioritising equality, diversity, and inclusion in a supportive environment.
- Benefits: Enjoy a flexible hybrid working policy, generous leave, and profit-sharing opportunities.
- Other info: Fast-track your career in a dynamic team with excellent growth potential.
- Why this job: Make a real impact by providing bespoke tax advice to influential clients.
- Qualifications: Professionally qualified with experience in personal tax compliance and advisory services.
The predicted salary is between 60000 - 80000 £ per year.
The role involves working within our Tax Advisory Team, providing bespoke tax advisory services to high-net-worth and ultra-high-net-worth individuals, entrepreneurs, family offices, and trusts. Responsibilities include managing a portfolio of clients, delivering excellent tax advice, and supporting the firm's business development initiatives.
The 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, providing UK tax advisory services to both UK-based wealthy families and those with international affairs, covering all aspects of personal tax affairs as well as the tax position for trusts and corporate structures.
The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client exceptional advice and maximum added value.
Responsibilities:
- Support the Engagement Partner through the client's objectives and deliver on technical demands.
- Lead client engagements and liaise with specialist teams (e.g., 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 providing feedback on performance.
- Manage client relationships, including budgeting, invoicing, and addressing 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 requires 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 have the confidence and professionalism to establish credibility at all levels.
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-oriented and flexible personality, alongside experience in organising the delivery of tax work, problem-solving, and the ability to use initiative. A wide range of financial and tax advisory experience, including involvement in all aspects of personal tax compliance and advisory services, is essential.
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 allowing flexibility to work from home for up to three days per week (core hours are 10-4). Excellent benefits include a 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 and 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. We encourage applications from individuals of all backgrounds, as individual differences equal collective strength.
Senior Manager (Advisory) - Private Client Tax (International employer: Saffery
Saffery Champness is an exceptional employer, offering a dynamic work environment where professional growth and personal development are prioritised. With a strong commitment to equality, diversity, and inclusion, the firm fosters a collaborative culture that empowers employees to thrive while providing bespoke tax advisory services to high-net-worth clients. The hybrid working policy, generous benefits package, and opportunities for rapid career progression make this role particularly attractive for those seeking meaningful and rewarding employment in the heart of the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Manager (Advisory) - Private Client Tax (International
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with someone from the firm, make sure to highlight your tax advisory skills and experience with high-net-worth clients. Tailor your conversation to showcase how you can add value to their team.
✨Tip Number 3
Prepare for interviews by researching the firm’s recent projects and initiatives. This will not only impress them but also help you ask insightful questions that show your genuine interest in their work and culture.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and ready to contribute to our mission of providing exceptional client service.
We think you need these skills to ace Senior Manager (Advisory) - Private Client Tax (International
Some tips for your application 🫡
Show Your Enthusiasm:We want to see your passion for tax advisory! Make sure to express your enthusiasm for the role and how it aligns with your career goals. A little excitement goes a long way in making your application stand out.
Tailor Your CV:Don’t just send a generic CV! We recommend tailoring your CV to highlight your relevant experience in managing high-net-worth clients and your technical expertise in tax advisory. This shows us you understand the role and are serious about it.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for our Tax Advisory Team. Share specific examples of your past successes and how they relate to the responsibilities outlined in the job description.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Saffery
✨Know Your Tax Stuff
Make sure you brush up on your tax technical expertise, especially around international and non-dom clients. Be ready to discuss specific scenarios where you've provided bespoke tax advice, as this will show your depth of knowledge and experience.
✨Showcase Your Client Management Skills
Prepare examples that highlight your ability to manage client relationships effectively. Think about times when you've dealt with budgeting, invoicing, or resolving ad hoc queries, as these are key aspects of the role.
✨Demonstrate Leadership and Teamwork
Since mentoring junior team members is part of the job, be prepared to talk about your leadership style. Share experiences where you've led a team or project, and how you fostered collaboration to achieve results.
✨Be Ready to Discuss Business Development
The firm values growth through referrals and networking, so think about how you've contributed to business development in the past. Have a few ideas ready on how you could help expand their private client practice.