At a Glance
- Tasks: Manage private client tax compliance and provide advisory services to individuals and families.
- Company: Join a leading firm with a focus on private client services and a supportive team culture.
- Benefits: Enjoy a hybrid working policy, generous leave, and a contributory pension scheme.
- Other info: Be part of a diverse team committed to continuous improvement and professional growth.
- Why this job: Make a real difference in clients' lives while developing your tax expertise.
- Qualifications: CTA qualified with experience in UK private client tax compliance and strong interpersonal skills.
The predicted salary is between 50000 - 60000 £ per year.
We are looking for a bright and enthusiastic Tax Manager to work within our UK Private Client Team and become part of the team which provides a wide range of services to private individuals, families and their associated entities. These services include personal and trust tax compliance, tax advisory support, and general private client project work. We can offer varied and interesting work within the team, and the successful applicant will be responsible for overseeing all aspects of a client’s UK tax compliance affairs.
As a key member of this team, you will provide a wide range of tax compliance and advisory services to private clients and their businesses. The successful candidate will predominantly support partners and directors in the delivery of high‑quality personal tax and trust compliance services to the team’s clients, ensuring deadlines are met and technical standards are maintained.
The Responsibilities- Managing a portfolio of private clients, with responsibility for the delivery of high‑quality UK personal tax and trust tax compliance services, as well as any ad hoc advisory work arising from those relationships.
- Reviewing UK self‑assessment tax returns, trust and estate tax returns, and associated computations for individuals, trustees and partnerships.
- Ensuring all compliance deadlines are met, including liaising with clients to obtain information in a timely manner.
- Acting as the primary point of contact for clients on tax compliance matters, building strong and 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, including preparing responses and supporting partners on more complex matters.
- Liaising with other service lines (e.g. corporate tax, accounts, VAT and financial planning) to deliver joined‑up client solutions.
- Identifying areas where clients may benefit from additional advisory services and escalating opportunities appropriately.
- Budgeting, monitoring recoveries and supporting invoicing for client portfolios.
- Delegating work effectively 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 the continuous improvement of tax compliance processes and internal best practice.
The UK Private Client Team consists of 5 Partners and close to 30 members of staff. This team advises wealthy individuals and families, and deals with all aspects of their personal tax compliance, as well as for their associated entities, including trusts, estates and private companies.
YouThe successful applicant will be confident to build strong relationships with clients and colleagues at all levels, be commercially aware, and have a clear understanding of client requirements and expectations. Enthusiastic, technically strong and highly organised, with excellent interpersonal skills. The role requires a strong commitment to client service, the ability to manage deadlines effectively and to oversee multiple compliance workflows concurrently. Self‑motivated, pragmatic and proactive, with a positive and professional approach to their work. CTA qualified and would ideally also hold ACA or ACCA qualification. The successful candidate will possess significant experience in UK private client tax compliance, including personal tax, trust and estate compliance, and managing complex client portfolios. Experience of providing written tax advice is required, and supervising and developing junior staff is essential.
The firm will provide training and support to help develop the successful candidate’s technical expertise and wider advisory capabilities within the UK Private Client Team.
Reward and Benefits- 35 hour working week with a hybrid working policy with the 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 and inclusion is a top priority for us.
Tax Manager, Private Client in London employer: Saffrey LLP
Join our dynamic UK Private Client Team as a Tax Manager, where you'll enjoy a supportive work culture that prioritises professional growth and development. With a flexible hybrid working policy, excellent benefits including a contributory pension scheme and generous annual leave, we foster an inclusive environment that values diversity and encourages collaboration. This role offers the opportunity to engage with high-profile clients while honing your technical expertise in a rewarding and varied setting.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager, Private Client in London
✨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 Tax Manager, Private Client in London
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!
