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Saffery in London is seeking a Senior Manager or Manager to join their Tax Advisory Team, offering bespoke services to high-net-worth clients. The role involves managing clients, providing tax advice, and supporting business development.
The ideal candidate should have a strong background in tax, leadership skills, and the ability to build client relationships. The firm offers flexible working and a range of benefits including a contributory pension scheme and paid time off.
We are looking for a bright and enthusiastic Senior Manager or Manager to work within our Tax Advisory Team. The successful candidate will play a critical role in providing bespoke tax advisory services to high-net-worth and Ultra-high-net worth individuals, entrepreneurs, family offices, and trusts.
You will be responsible for managing a portfolio of clients, delivering excellent tax advice, and supporting the firm’s business development initiatives. This successful candidate will possess strong tax technical expertise (including advising international or non-dom clients), leadership abilities, and the ability to foster client relationships.
The Tax Advisory Team advises individuals and their associated entities. The team provides UK tax advisory services to both UK-based wealthy families and those with international affairs, and includes advising on all aspects of their personal tax affairs as well as the tax position for their trust and corporate structures. The individual will have an opportunity to craft their own specialism following a more international or domestic private client portfolio to assist with a wide range of technical matters. The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value.
The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position requires a high level of teamwork and commitment, the ability to manage deadlines and run multiple projects concurrently. Candidates should be self‑motivated, display a positive approach, and be able to get things done. They should also possess the confidence and professionalism to establish credibility at all levels, be commercially minded, and have a clear perception of client requirements.
Technical skills are important and the successful candidate will have a proven track record of leading engagements with HNWI / UHNWI families. This position also requires a team‑orientated and flexible personality, along with experience in organising the delivery of tax work, problem solving, and the ability to use their own initiative. The successful candidate will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax compliance and advisory services. Experience in managing a demanding portfolio is expected.
Candidates must be professionally qualified (CTA, ATT, ACA/ACCA, STEP or equivalent) with relevant experience.
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. We hope you will apply, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength.