Personal Tax Manager

Taxation; City of Edinburgh; Hybrid; GBP 70,000 - 95,000; Full time

Benefits offered by this job

35-hour week hybrid working

Contributory pension scheme

25 days annual leave

Life assurance

Flexible benefits

Profit-sharing plan

Discretionary bonus

Job summary

Saffery LLP in Edinburgh is seeking an experienced Personal Tax Manager to join our growing team. You will work with Senior Managers, Directors and Partners on both compliance and advisory work for high-net-worth individuals, trusts, and partnerships across UK sectors.

You will lead a team, review work for accuracy, ensure deadlines and budgets are met, and liaise with clients on day-to-day tax issues. The role includes potential involvement in firm-wide advisory activities and training of

Qualifications

• CTA qualified with 1–2 years at manager level or equivalent.
• Experience with private clients and professional services businesses.
• Ability to organise delivery of tax work and use initiative.
• Experience in inheritance and capital gains tax planning, international tax, and trusts.
• Experience in managing and reviewing junior staff.

Responsibilities

• Review the team’s work for technical competence and accuracy.
• Budgeting and time recovery across allocated clients.
• Adherence to deadlines and meeting billing targets.
• Provide reporting to partners and liaise with clients on day-to-day tax affairs.
• Support development of junior staff and on-the-job training.
• Engage in firm-wide advisory activities and committees if interested.

Skills

Personal tax

Tax planning

Team management

Client liaison

Review work

Budgeting

Deadline management

Inheritance tax

Capital gains

International tax

Trust planning

Education

CTA qualified

Tools

Tax software

Job description

Due to an increase in demand, our Edinburgh office is recruiting for an experienced Personal Tax Manager to work directly with the existing Senior Managers, Directors and Partners in a role comprising both compliance and advisory aspects.

Our Personal Tax team looks after a growing portfolio of individuals, trusts, partnerships, including LLPs across a range of sectors, particularly landed estates, rural businesses and professional services practices. Our clients include complex family groupings which often involve corporate entities and some knowledge of corporate tax matters would be advantageous in providing a holistic advisory approach.

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.

Key duties include:

• Ensuring technical competence and accuracy of the team’s work through review
• Budgeting
• Adherence to statutory and other deadlines
• Meeting billing targets
• Monitoring time and recovery for allocated clients
• Reporting back to partners
• Liaising with clients in relation to day-to-day tax affairs and planning issues.

The Team

The Personal Tax team consists of over 120 employees spread over 9 UK offices (Bristol, Bournemouth, High Wycombe, Peterborough, Edinburgh, Inverness, Leeds, London and Manchester). 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.

The Office

Our Edinburgh office is home to 6 partners and over 70 staff. Our modern, purpose‑built office space in Haymarket Square is within walking distance of the city centre with easy access to bus, tram and national rail services.

You

Key characteristics and skills required:

• A positive and enthusiastic attitude
• A high level of motivation, ability and commitment
• 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
• 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
• Excellent interpersonal skills with confidence in dealing with 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

Ideally you will have:

• A minimum of 1-2 years relevant experience operating at Manager level and CTA qualified.
• Dealt with a range of tax issues appropriate to our client base of private clients and professional services businesses.
• Commitment to a career in tax and will have relevant strong experience in either tax focused or a general practice role in a medium to large sized firm.
• It is essential that you have experience of organising the delivery of tax work, problem solving and the ability to use your own initiative.
• Previous experience of using computerised tax packages is useful.
• The ability to provide accurate work in a timely and cost-effective manner.

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.