Manager, International Private Client Team

Saffery; Greater London; On-site; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Hybrid work policy

Contributory pension

25 days annual leave

Life Assurance cover

Flexible benefits

Profit-sharing plan

Discretionary bonus

Job summary

Saffery LLP in London is seeking a Private Client Tax Assistant Manager or Manager to join our International Private Client tax team. The role focuses on delivering high-quality personal tax compliance and advisory services for a diverse client base.

You will manage a portfolio including high net worth individuals, long-term residents and offshore structures, with multi-jurisdictional considerations, and work closely with senior managers, directors and partners to support client needs.

Qualifications

• ATT and/or CTA qualified and able to lead a client portfolio.
• Experience delivering personal tax compliance and advisory services.
• Strong organisation, communication and mentoring skills.

Responsibilities

• Deliver all aspects of your client portfolio through the tax compliance cycle.
• Review returns prepared by juniors and prepare complex tax returns for varied clients.
• Prepare or review tax advice and planning, conduct technical research and identify opportunities.
• Support junior team members, provide training and oversee work completion.
• Build relationships with clients and stakeholders and attend client meetings.
• Prepare or review correspondence with HMRC including enquiries and disclosures.

Skills

ATT/CTA qualifications

Management experience

Personal tax compliance

Client relations

Tax advisory

Organisational skills

Attention to detail

IT skills

Cross-border tax

Education

ATT/CTA qualifications

Job description

The role

We are seeking a Private Client Tax Assistant Manager or Manager to join our International Private Client tax team in London.

The role is focused on the provision of high-quality personal tax compliance and tax advice over the course of the year for our varied and complex client base.

You will work with a varied portfolio of clients whose affairs are often complex and international in scope, including:

• High and ultra-high net worth individuals
• Long term residents and internationally mobile clients
• Multi-jurisdictional structures, including UK and offshore trusts
• Partnerships

This position offers the opportunity to work closely with experienced senior managers, directors and partners and to learn from them to support a diverse client portfolio.

Responsibilities

• You will be responsible for the delivery of all aspects of your client portfolio throughout the tax compliance cycle.
• You will review tax returns prepared by junior members of the team and prepare complex tax returns for a varied client base, which will include but is not limited to high-net-worth individuals, wealthy families, and offshore structures.
• You will prepare or review tax advice and tax planning for clients, including conducting technical research and identifying planning opportunities, and work with senior managers, directors and partners to deliver this.
• You will actively support junior team members and provide training and feedback to aid their development as well as supervising and controlling the completion of work.
• You will have the opportunity to build relationships directly with clients, family office representatives and other key stakeholders and you will attend client meetings.
• You will prepare or review written correspondence for clients and deal with HM Revenue & Customs in connection with the clients' affair including enquiries and disclosures.

The team

The International Private Client team is headed up by five partners who have extensive experience in looking after a varied client base including those with complex cross-border tax considerations. The team of 30 staff all work closely together to deliver high quality tax compliance and advisory services to our complex and varied client base.

You

• ATT and/or CTA qualified
• A positive and enthusiastic attitude
• A high level of motivation, ability and commitment
• Experience of management as they will be managing their own portfolio whilst also being responsible for overseeing and reviewing the work of more junior tax staff
• Experienced in the delivery and management of personal tax compliance services
• Excellent organisational and prioritisation skills are essential to ensure all deadlines are met
• Experience in the provision of tax advice covering income tax, capital gains tax and inheritance tax. The exact mix of advisory will be tailored to the strengths of the individual, but a broad base across all tax areas is sought after
• Experience in working with clients with international considerations, examples of which may include the FIG regime, former remittance basis users, statutory residence test, tax treaty issues, cross-border business and investments, and/or offshore trusts
• From a professional services background
• 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 skill

Reward and 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.

About us

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.

We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.