Assistant Manager

Saffery Llp; England; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading accountancy firm in the United Kingdom is seeking an experienced Assistant Manager to manage personal tax compliance for a diverse portfolio, including individuals and trusts. The role involves delivering tailored advice, supporting junior staff, and ensuring deadlines are met. The firm offers a supportive team culture, hybrid working options, and competitive benefits including a contributory pension scheme and a discretionary bonus scheme.

Benefits

Contributory pension scheme

25 days annual leave

Life Assurance cover

Flexible benefits and family friendly policies

Profit-Sharing Plan eligibility

Discretionary bonus scheme eligibility

Qualifications

• Previous relevant experience in managing a portfolio of clients.
• Experience in personal tax compliance services delivery and management.
• Experience providing tailored tax advice.

Responsibilities

• Manage a portfolio of clients and review work of junior staff.
• Ensure all compliance deadlines are met.
• Deliver tailored advice on inheritance and capital gains tax planning.

Skills

Management of personal tax compliance

Excellent organizational skills

Confident communication

Attention to detail

IT skills

Job description

Overview

We are recruiting for an experienced Assistant Manager with a focus on the management of the personal tax compliance cycle. The role includes the provision of ad hoc advice related to the annual compliance cycle to our growing portfolio of individuals, trusts, partnerships, LLPs across a range of sectors, particularly landed estates and rural businesses. 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.

Responsibilities

• A positive and enthusiastic attitude
• A high level of motivation, ability and commitment
• Will have previous relevant experience of management as they will be managing their own portfolio whilst also being responsible for reviewing the work of more junior tax staff
• Will be 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. The exact mix of advisory will be tailored to the strengths of the individual, but a broad base is required to permit work in most if not all of the above areas. Land based issues form a significant part of the current workload.
• Will be from a professional services background
• Will be a 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
• Excellent IT skills

About the team

The Tax Services Group South (TSGS) consists of over 50 employees spread over 4 UK offices (Bristol, Bournemouth, High Wycombe, and Peterborough). The team delivers exceptional quality compliance and advisory services to a wide range of high-net-worth private clients, these include those with UK and offshore interests, property owners, business owners, partnerships and trusts. 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.

At Saffery, we're more than just chartered accountants and tax and business advisers. We're a partner-led and people-focused firm, committed to our clients and honouring our heritage. Since 1855, we've evolved in size and scope, but our unwavering dedication to exceptional client service remains the same. As a proud member of Nexia, a worldwide network of trusted member firms, we've got access to local insight on a global scale. In the UK, Saffery LLP is the 15th largest accountancy firm by fee income, with 90+ partners and 1,200+ staff across nine offices. Overseas, Saffery is represented in Cayman, Guernsey, Geneva, Zurich, Dublin and Dubai.

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