Assistant Manager - Tax Services Group (Personal Tax)

Saffery; Bournemouth; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading accountancy firm is looking for an experienced Assistant Manager for their Tax Services Group to manage personal tax compliance and mentor junior staff. The role offers a hybrid work policy and a range of benefits including a pension plan and discretionary bonuses. Ideal candidates will have substantial personal tax expertise, management experience, and are expected to be CTA qualified or equivalent.

Benefits

Contributory pension

25 days annual leave

Life Assurance

Flexible benefits

Family-friendly policies

Profit-Sharing Plan

Discretionary bonus scheme

Qualifications

• Candidates should be CTA qualified or have an equivalent qualification.
• Experience in managing personal tax portfolios and providing tailored advice.
• Strong communication and organizational skills are required.

Responsibilities

• Manage the personal tax compliance cycle for various clients.
• Support the development of junior staff through on-the-job training.
• Provide tailored advice on tax planning issues.

Skills

Positive attitude

Motivation

Management experience

Personal tax compliance expertise

Organizational skills

Tax planning knowledge

Communication skills

Detail-oriented

IT skills

Education

CTA qualification or equivalent

Job description

Assistant Manager - Tax Services Group (Personal Tax)

We are looking for a pro-active, resilient, and driven individual to join our group.

Description

We are recruiting an experienced Assistant Manager focused on managing the personal tax compliance cycle. The role includes providing ad hoc advice related to the annual compliance cycle to a growing portfolio of individuals, trusts, partnerships, and LLPs across various sectors, especially landed estates and rural businesses.

As a training office, the candidate is also expected to support the development of junior staff through on-the-job training.

You

Key characteristics and skills required:

1. A positive and enthusiastic attitude
2. A high level of motivation, ability, and commitment
3. Previous relevant management experience, managing a personal tax portfolio and reviewing work of junior staff
4. Experience in delivering and managing personal tax compliance services
5. Excellent organisational and prioritisation skills to meet deadlines
6. Experience in providing tailored advice, including inheritance and capital gains tax planning, international tax, and trust planning, with a broad base of knowledge in these areas. Land-based issues are significant in the current workload.
7. Professional services background
8. Confident communicator with colleagues, partners, and clients
9. Ability to work independently and as part of a team
10. High attention to detail and timeliness
11. Excellent IT skills

Applicants should preferably be CTA qualified or equivalent.

Rewards/Benefits

1. 35-hour workweek with a hybrid working policy, allowing up to three days remote work (core hours 10-4)
2. Benefits including contributory pension, 25 days annual leave, Life Assurance, flexible benefits, and family-friendly policies
3. Eligibility for the firm's Profit-Sharing Plan (paid in December)
4. Discretionary bonus scheme eligibility

The team

The Tax Services Group (TSG) has over 50 employees across four UK offices (Bristol, Bournemouth, High Wycombe, and Peterborough). They provide compliance and advisory services to high-net-worth private clients, including UK and offshore interests, property owners, business owners, partnerships, and trusts.

About Us

Saffery LLP provides accountancy, audit, business advisory, tax, and VAT services to individuals and businesses since 1855. We are the UK's 15th largest accountancy firm. We value our people and aim to build a positive, inclusive culture. As part of Nexia, an international network, we offer global insights.

Equality, Diversity & Inclusion

We prioritize ED&I through our "Everyone Belongs" strategy, fostering a culture of inclusion and diversity. We welcome applicants from all backgrounds, believing individual differences strengthen our team. Our values are excellence, integrity, enthusiasm, and collegiality, where Potential meets Personal.