Senior Manager, Private Client Tax Advisory

We are looking for a bright and enthusiastic Senior 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. 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, and includes advising on all aspects of their personal tax affairs as well as the tax position for their trust 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 the benefit of exceptional advice and maximum added value.

Responsibilities

• Support the Engagement Partner through the client’s objectives and deliver on technical demands to deliver excellent tax advice and service to the client.
• Lead client engagements and liaise with specialist teams (e.g., corporate tax, accounts, audit, payroll) to ensure timely delivery of work and dealing 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.

Candidate Profile

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, the ability to manage deadlines and run multiple projects concurrently, self‑motivation, a positive approach, and the confidence and professionalism to establish credibility at all levels. Candidates should 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‑oriented and flexible personality, experience in organising the delivery of tax work, problem solving, and the ability to use their own initiative. The candidate will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax compliance and advisory services. Candidates must be professionally qualified (CTA, ATT, ACA/ACCA, STEP or equivalent) with relevant experience.

Reward and Benefits

A 35‑hour working week with a hybrid working policy, with flexibility to work from home for 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 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.