Personal Tax Manager

We are recruiting for an experienced Tax Manager in our new Leeds office 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, and 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 through on-the-job training.

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

The Office

These are exciting times for the local office with the recent expansion from Harrogate to brand new, purpose-built office space in Leeds City Centre in September 2024.

You

Key characteristics and skills required:

1. A positive and enthusiastic attitude
2. A high level of motivation, ability, and commitment
3. Previous relevant experience in management as they will be managing their own portfolio while also being responsible for reviewing the work of more junior tax staff
4. Experience in the delivery and management of personal tax compliance services
5. Excellent organisational and prioritisation skills are essential to ensure all deadlines are met
6. Experience in the provision of tailored advice, including inheritance and capital gains tax planning, international tax aspects, and trust planning. A broad base is required to permit work in most if not all of the above areas, with land-based issues forming a significant part of the current workload.
7. Professional services background
8. Confident communicator with colleagues, partners, and clients
9. Comfortable working on their own initiative as well as being a good team player
10. High attention to detail and the ability to work in a timely manner
11. Excellent IT skills

Rewards/Benefits

A 35-hour working week with a hybrid working policy, allowing flexibility to work from home for up to three days per week (our core hours are 10-4).

Excellent benefits including a 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, and 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.