Manager - Tax Services Group (Personal Tax)

Saffery; Bournemouth; On-site; GBP 45,000 - 70,000; Full time

Job summary

A leading UK accountancy firm is seeking an experienced Tax Manager to oversee personal tax compliance cycles and manage a varied client portfolio. This role involves mentoring junior staff, delivering high-quality tax advice, and offers a hybrid working environment with comprehensive benefits. Join a dedicated team to make a significant impact in the firm’s tax services.

Benefits

Contributory pension

25 days annual leave

Life Assurance

Profit-Sharing Plan eligibility

Discretionary bonus scheme eligibility

Qualifications

• Experience in managing a tax portfolio and reviewing junior staff work.
• Delivering personal tax compliance services including planning aspects.
• Background in professional services.

Responsibilities

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

Skills

Organizational skills

Motivation

Attention to detail

Communication skills

IT skills

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 for an experienced Tax 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 a growing portfolio of individuals, trusts, partnerships, LLPs across various sectors, particularly landed estates and rural businesses.

As a training office, there is an expectation that the candidate will support the development of junior staff through on-the-job training.

Opportunities exist to get involved in firm-wide advisory, committees, and presentations if the individual wishes to do so.

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 your own portfolio and reviewing the work of junior tax staff
4. Experience in delivering and managing personal tax compliance services
5. Excellent organizational and prioritization skills to meet deadlines
6. Experience in providing tailored advice, including inheritance and capital gains tax planning, international tax, and trust planning. A broad base of knowledge is required, with land-based issues forming a significant part of the workload.
7. Background in professional services
8. Confident communication skills 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

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 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 the Profit-Sharing Plan, paid in December
• Eligibility for a discretionary bonus scheme

About Us

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

We value our people and build strong relationships with our clients. 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' strategy, aiming to foster a positive, inclusive work culture. We welcome applications from all backgrounds, ethnicity, gender, age, sexuality, disability, or neurodivergence, recognizing that diversity strengthens us.