Assistant Manager - Tax Services Group (Personal Tax)

Saffrey LLP; Bristol; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A respected accountancy firm is seeking an experienced Assistant Manager to oversee personal tax compliance for a diverse portfolio, including individuals and trusts. The successful candidate will manage a team, provide tailored tax advice, and promote junior staff development. With a hybrid working policy and competitive benefits, this role is ideal for motivated professionals looking to advance in a supportive environment.

Benefits

Contributory pension

25 days annual leave

Discretionary bonus scheme

Qualifications

• Previous relevant management experience managing own portfolio.
• Experience in delivering personal tax compliance services.
• Background in professional services.

Responsibilities

• Manage the personal tax compliance cycle for individuals and trusts.
• Provide ad hoc advice related to the annual compliance cycle.
• Support the development of junior staff.

Skills

Motivation

Organisational skills

Attention to detail

Communication

Job description

Please note, this position can be based out of any of our Bristol, Bournemouth, High Wycombe or Peterborough offices.

The role

We are recruiting an experienced Assistant Manager focused on managing the personal tax compliance cycle. The role involves providing ad hoc advice related to the annual compliance cycle to our growing portfolio of individuals, trusts, partnerships, LLPs across various sectors, particularly 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:

• A positive and enthusiastic attitude
• A high level of motivation, ability, and commitment
• Previous relevant management experience, managing own portfolio and reviewing work of junior staff
• Experience in delivering and managing personal tax compliance services
• Excellent organisational and prioritisation skills to meet deadlines
• Experience in providing tailored advice on inheritance and capital gains tax planning, international tax, and trust planning, with a broad base of knowledge, especially in land-based issues
• Background in professional services
• Confident communicator with colleagues, partners, and clients
• Ability to work independently and as part of a team
• High attention to detail and timeliness
• Excellent IT skills

The team

The Tax Services Group South (TSGS) comprises over 50 employees across four UK offices (Bristol, Bournemouth, High Wycombe, and Peterborough). The team provides high-quality compliance and advisory services to high-net-worth private clients, including those with UK and offshore interests, property owners, business owners, partnerships, and trusts.

Rewards/Benefits

• A 35-hour workweek with a hybrid working policy allowing up to three days remote work (core hours 10-4)
• Benefits including contributory pension, 25 days annual leave, Life Assurance, flexible benefits, and family-friendly policies
• Eligibility for profit-sharing plan (paid in December)
• Discretionary bonus scheme eligibility

About Us

Saffery LLP provides accountancy, audit, business advisory, tax, and VAT services to individuals and businesses across sectors. Founded in 1855, it is the UK’s 15th largest accountancy firm.

We value our people and foster a friendly, professional environment. As part of Nexia, a global network of independent firms, we offer local insight with international reach.

Equality, Diversity & Inclusion

We prioritize ED&I through our 'Everyone Belongs' strategy, aiming to build an inclusive and diverse work culture. We welcome applications from all backgrounds, ethnicity, gender, age, sexuality, disability, or neurodivergence, because individual differences strengthen us. At Saffery, potential meets personal.