Personal Tax Manager

ICAEW; Leeds; Hybrid; GBP 65,000 - 95,000; Full time

Benefits offered by this job

35-hour week (hybrid)

Contributory pension

25 days’ leave

Life Assurance

Flexible benefits

Profit-Sharing Plan

Discretionary bonus

Job summary

Saffery LLP's Leeds office is recruiting an experienced Personal Tax Manager to work with existing Senior Managers, Directors and Partners in a role with both compliance and advisory duties.

The team handles a diverse portfolio including individuals, trusts, partnerships, LLPs, and estates, with opportunities to advise on corporate tax matters as part of a holistic service. You will also mentor junior staff and participate in firm-wide activities.

Qualifications

• Experience managing a portfolio of personal tax clients.
• Proven ability to deliver personal tax compliance services.
• Experience in advisory work and coordination with other tax teams.
• Ability to mentor and develop junior staff on the job.

Responsibilities

• Manage own portfolio of personal tax clients for compliance and advisory work.
• Review and sign off junior tax staff work and provide coaching.
• Deliver tailored tax planning advice, including trusts and estates.
• Contribute to firm-wide advisory initiatives and client presentations.

Skills

Management experience

Personal tax compliance

Advisory experience

Client management

Interpersonal skills

Attention to detail

IT skills

Team player

Proactive initiative

Education

CTA qualification

Tools

Tax software

Job description

Due to an increase in demand, our Leeds 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, LLPs across a range of sectors, particularly landed estates and rural businesses. 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.

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 Leeds office is home to 6 partners and over 80 staff. Our modern, purpose-built office space in Wellington Place is within walking distance of the city centre with easy access to bus 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.
• 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, collaborative, progressive and responsible, Saffery is where Potential meets Personal.