Manager - Tax Services Group (Personal Tax)

Saffrey LLP; Bristol; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

Saffrey LLP is seeking an experienced Tax Manager to oversee personal tax compliance and advisory services, focusing on high-net-worth clients in various sectors. This role involves managing a portfolio, mentoring junior staff, and providing tailored tax advice. The position offers flexible hybrid working and an attractive benefits package.

Benefits

Contributory pension scheme

25 days annual leave

Life Assurance cover

Flexible benefits

Profit-Sharing Plan eligibility

Discretionary bonus scheme eligibility

Qualifications

• Previous relevant experience in tax management required.
• Experience with personal tax compliance services.
• Familiarity with inheritance and capital gains tax planning.

Responsibilities

• Manage personal tax compliance cycle for high-net-worth clients.
• Provide tailored tax advice to clients and junior staff.
• Support development and training of junior staff.

Skills

Attention to detail

Organisational skills

Communication

Initiative

Team player

Motivation

IT skills

Education

Professional qualification in tax or accounting

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 the management of the personal tax compliance cycle. The role includes the provision of ad hoc advice related to the annual compliance cycle to our growing portfolio of individuals, trusts, partnerships, LLPs across a range of sectors, particularly landed estates and rural businesses.

As a training office, there is also an expectation that the candidate would support the development of more junior staff in on the job training.

There are opportunities to get involved in firm wide advisory, committees and presentations if the individual wishes to do so.

You

Key characteristics and skills required:

• A positive and enthusiastic attitude
• A high level of motivation, ability and commitment
• Will have previous relevant experience of management as will be managing your own portfolio whilst also being responsible for reviewing the work of more junior tax staff
• Will be experienced in the delivery and management of personal tax compliance services
• Excellent organisational and prioritisation skills are essential to ensure all deadlines are met
• Will have had experience in the provision of tailored advice, including, inheritance and capital gains tax planning, international tax aspects, and trust planning. The exact mix of advisory will be tailored to the strengths of the individual, but a broad base is required to permit work in most if not all of the above areas. Land based issues form a significant part of the current workload.
• Will be from a professional services background
• Will be a confident communicator to colleagues, partners and clients
• Comfortable working on 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 skills

The team

The Tax Services Group South (TSGS) consists of over 50 employees spread over 4 UK offices (Bristol, Bournemouth, High Wycombe and Peterborough). The team delivers exceptional quality compliance and advisory services to a wide range of high-net-worth private clients, these include those with UK and offshore interests, property owners, business owners, partnerships and trusts.

Rewards/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.