At a Glance
- Tasks: Manage personal tax compliance and advisory for diverse clients, including trusts and partnerships.
- Company: Join a leading firm in Edinburgh with a focus on equality and inclusion.
- Benefits: Enjoy a flexible hybrid working policy, generous leave, and a contributory pension scheme.
- Other info: Opportunities for career growth and involvement in firm-wide initiatives.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: 1-2 years of management experience and CTA qualification required.
The predicted salary is between 45000 - 55000 £ 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
- 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.
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.
- 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 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
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.
Personal Tax Manager in Edinburgh employer: Saffrey LLP
Our Edinburgh office is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and development. With a hybrid working policy, excellent benefits including a contributory pension scheme and generous annual leave, we empower our Personal Tax Managers to thrive both professionally and personally while contributing to a diverse portfolio of clients. Join us to be part of a team that values your expertise and encourages you to take on meaningful advisory roles within a collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Edinburgh
✨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 Saffrey LLP, 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 Personal Tax Manager in Edinburgh
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 Saffrey LLP'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 Saffrey LLP. 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 Saffrey LLP!
How to prepare for a job interview at Saffrey LLP
✨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 Saffrey LLP.
✨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 Saffrey LLP. It helps to show our commitment!
