Assistant Manager - Tax Services Group (Personal Tax)

Saffery; City of Edinburgh; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A prominent UK accountancy firm seeks an experienced Assistant Manager to manage personal tax compliance for a diverse portfolio, including individuals and trusts. The role involves mentoring junior staff and providing tailored tax advice. The firm offers a 35-hour workweek, hybrid working options, and a range of employee benefits including a contributory pension scheme and annual leave.

Benefits

Contributory pension scheme

25 days annual leave

Discretionary bonus scheme

Flexible benefits

Qualifications

• Experience in managing and reviewing work of junior staff.
• Ability to deliver and manage personal tax compliance services.
• Experience in inheritance and capital gains tax planning.

Responsibilities

• Manage the personal tax compliance cycle.
• Provide ad hoc advice related to annual compliance.
• Support development of junior staff through training.

Skills

Positive and enthusiastic attitude

High level of motivation

Management experience with personal tax portfolio

Strong organizational skills

Experience in providing tailored tax advice

Background in professional services

Confident communicator

Ability to work independently and in a team

High attention to detail

Excellent IT skills

Job description

The role

We are recruiting for an experienced Assistant Manager with a focus on managing the personal tax compliance cycle. The role includes 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 a personal tax 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, including inheritance and capital gains tax planning, international tax, and trust planning; a broad base is required due to diverse workload, including 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 North (TSGN) comprises over 50 employees across four UK offices (Edinburgh, Inverness, Leeds, and Manchester). 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.

Reward and benefits

• A 35-hour workweek with a hybrid policy allowing up to three days working from home (core hours 10-4)
• Benefits including contributory pension scheme, 25 days annual leave, Life Assurance, flexible benefits, and family-friendly policies
• Eligibility for the firm's Profit-Sharing Plan (paid in December)
• Eligibility for discretionary bonus scheme

About Us

Saffery LLP has been advising individuals and businesses since 1855, offering accountancy, audit, business advisory, tax, and VAT services. We are the UK's 15th largest accountancy firm.

At Saffery, you work with knowledgeable, friendly, and talented people committed to excellence and client service. As part of Nexia, an international network, we offer global insights with local expertise.

Equality, Diversity & Inclusion

We prioritize equality, diversity, and inclusion through our "Everyone Belongs" ED&I strategy, fostering a positive, inclusive culture. We welcome applicants from all backgrounds, believing that individual differences strengthen our collective potential. Our values include excellence, integrity, enthusiasm, and collegiality, where Potential meets Personal.