Manager, International Private Client Team

Saffery Champness; Deutschland; Hybrid; EUR 93.000 - 140.000; Vollzeit

Benefits dieser Stelle

Hybrid working policy

35-hour week

25 days annual leave

Life Assurance

Profit-Sharing Plan

Discretionary bonus

Contributory pension

Zusammenfassung

Saffery LLP is seeking a Private Client Tax Assistant Manager or Manager to join the International Private Client tax team in London. You will provide high-quality personal tax compliance and advisory services to a diverse, often international client base.

You will manage a varied client portfolio, supervise junior staff, and develop client relationships with family offices and other stakeholders while delivering timely tax planning and compliance work.

Qualifikationen

• Experience delivering personal tax compliance and advisory services.
• Experience managing client portfolios and supervising more junior staff.
• Familiar with multi-jurisdictional structures and offshore considerations.
• Experience in a professional services environment with international exposure.

Aufgaben

• Deliver all aspects of client portfolio tax compliance throughout the year.
• Review complex tax returns and provide tax planning and advisory work.
• Support and train junior team members; supervise and review work.
• Build direct relationships with clients, family offices and stakeholders.
• Prepare or review written client correspondence and liaise with HMRC as needed.

Kenntnisse

Private client tax

Management experience

Client relationship management

Attention to detail

Ausbildung

ATT and/or CTA qualified

Jobbeschreibung

The role We are seeking a Private Client Tax Assistant Manager or Manager to join our International Private Client tax team in London. The role is focused on the provision of high-quality personal tax compliance and tax advice over the course of the year for our varied and complex client base. You will work with a varied portfolio of clients whose affairs are often complex and international in scope, including:

Client Types

• High and ultra-high net worth individuals
• Long term residents and internationally mobile clients
• Multi-jurisdictional structures, including UK and offshore trusts
• Partnerships

This position offers the opportunity to work closely with experienced senior managers, directors and partners and to learn from them to support a diverse client portfolio.

Responsibilities

• You will be responsible for the delivery of all aspects of your client portfolio throughout the tax compliance cycle.
• You will review tax returns prepared by junior members of the team and prepare complex tax returns for a varied client base, which will include but is not limited to high-net-worth individuals, wealthy families, and offshore structures.
• You will prepare or review tax advice and tax planning for clients, including conducting technical research and identifying planning opportunities, and work with senior managers, directors and partners to deliver this.
• You will actively support junior team members and provide training and feedback to aid their development as well as supervising and controlling the completion of work.
• You will have the opportunity to build relationships directly with clients, family office representatives and other key stakeholders and you will attend client meetings.
• You will prepare or review written correspondence for clients and deal with HM Revenue & Customs in connection with the clients' affair including enquires and disclosures.

Team

The International Private Client team is headed up by five partners who have extensive experience in looking after a varied client base including those with complex cross-border tax considerations. The team of 30 staff all work closely together to deliver high quality tax compliance and advisory services to our complex and varied client base.

Qualifications

• ATT and/or CTA qualified
• A positive and enthusiastic attitude
• A high level of motivation, ability and commitment
• Experience of management as they will be managing their own portfolio whilst also being responsible for overseeing and 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
• Experience in the provision of tax advice covering income tax, capital gains tax and inheritance tax. The exact mix of advisory will be tailored to the strengths of the individual, but a broad base across all tax areas is sought after
• Experience in working with clients with international considerations, examples of which may include the FIG regime, former remittance basis users, statutory residence test, tax treaty issues, cross-border business and investments, and/or offshore trusts
• From a professional services background
• Confident communicator to colleagues, partners and clients
• Comfortable working on their own initiative as well as being a good team player
• High attention to detail and the ability to work in a timely manner

About Saffery LLP

Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK's 15th largest accountancy firm.

When you work with us at Saffery, you work with people who know your name, not just a job title. We're a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We're committed to our clients, but also to our greatest asset - our people.

As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we've got access to local insight on a global scale.

Working Conditions

• 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.