Private Client Tax , Manager/Senior Manager

Saffery Llp; Deutschland; Hybrid; EUR 99.000 - 140.000; Vollzeit

Benefits dieser Stelle

35h week hybrid

Pension

25 days leave

Life Assurance

Flexible Benefits

Profit-Sharing

Discretionary Bonus

Zusammenfassung

Saffery LLP is seeking a Tax Manager to join the UK Private Client Team and lead high-quality personal and trust tax compliance, with advisory support where appropriate. The role focuses on delivering expert tax services to private individuals, families and their entities, and building trusted client relationships.

You will oversee all aspects of UK private client tax compliance, mentor junior staff, liaise with HMRC, and work with partners to shape a balanced portfolio of compliance and

Qualifikationen

• CTA qualified and experienced in UK private client tax compliance and advisory work.
• Experience advising on income tax, CGT, IHT and residency considerations.
• Proven ability to manage complex client portfolios and mentor junior staff.

Aufgaben

• Managing a portfolio of private clients, including UK personal tax and trust tax compliance and related advisory work.
• Reviewing UK self-assessment returns and computations for individuals, trustees, and partnerships.
• Providing personal tax advice on income tax, CGT, and IHT.
• Ensuring deadlines are met and liaising with clients for information.
• Supporting partners and directors with technical input on complex tax issues; liaising with HMRC.

Kenntnisse

CTA qualified

Ausbildung

CTA qualification

Jobbeschreibung

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. This role has the flexibility for you to mould a portfolio to your liking, with a tailored ratio between compliance and advisory services, up to a 50/50 split. The successful candidate will predominantly support partners and directors in the delivery of high-quality personal tax compliance and advisory 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 and associated computations for individuals, trustees and partnerships.
• Provide personal tax advice to your clients in particular relation to income tax, CGT and IHT
• 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 team The UK Private Client Team consist of 5 Partners and close to 30 members staff. This team advise wealthy individuals and families, and deal with all aspects of their personal tax compliance, as well as for their associated entities, including trusts, estates and private companies.

• 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. The successful candidate will possess significant experience in UK private client tax compliance, tax advisory 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.

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. 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., Saffery is a partner-led and people-focused firm of chartered accountants, tax and business advisers. Since 1855, we've built long-term relationships with our diverse, high-profile clients, across varied and specialised sectors. As a proud member of Nexia, a worldwide network of trusted member firms, we've got access to local insight on a global scale. We pride ourselves on our informal and inclusive culture, building an environment where people can be themselves and enjoy challenging, interesting, rewarding careers. When you work with Saffery, the well-respected accountancy firm where heritage meets ambition, you work with people who know your name. Who know you as a human being, not just a job title. Everyone belongs here. Always.

Reward 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.