Personal Tax Senior Manager

Taxation; Leeds; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid working policy

Pension scheme

25 days annual leave

Life Assurance cover

Profit-Sharing Plan

Discretionary bonus

Job summary

Saffery LLP, based in Leeds, seeks an experienced Personal Tax Senior Manager to anchor client advisory work for high net worth individuals and families. The role involves leading on advisory projects, managing tax affairs, and delivering client meetings with a focus on private wealth and estates.

The post requires a strong tax background in private wealth, with leadership within a large private tax team and progression opportunities within a respected, long-established firm.

Qualifications

• Minimum 2–3 years of experience at Senior Manager level with CTA qualified.
• Experience handling high net worth private clients, partnerships, trusts and estates.
• Strong commitment to a career in tax in a medium to large firm.
• Ability to organise delivery of tax work and work with initiative.
• Experience in advisory work and using tax legislation with guidance.
• Experience using computerised tax packages.

Responsibilities

• Identify planning opportunities and oversee delivery of advisory projects.
• Assisting with tax affairs for wealthy individuals, partnerships, trusts and estates.
• Managing relationships and tax affairs of high net worth private individuals and families.
• Attending and leading client meetings to discuss and implement tax advisory and compliance projects.
• Ensuring technical competence and accuracy of the department’s work through review.
• Budgeting
• Adherence to statutory and deadlines
• Meeting billing targets and other financial metrics
• Monitoring time and recovery for allocated clients
• Reporting back to partners
• Liaising with clients regarding day-to-day tax affairs and planning issues

Education

CTA qualified

Job description

An experienced Personal Tax Senior Manager is being sought to be based in our Leeds office to provide additional support to our growing and dynamic team.

The successful applicant will be responsible for managing a portfolio of high net worth and ultra-high net worth individuals and families, and leading on delivering advisory project work. The portfolio comprises a range of typical private clients including business owners and entrepreneurs, clients with land and rural interests, non resident / domicile clients, family offices and family trusts. Experience in these areas is therefore highly desired.

This is a challenging and interesting client facing role which provides an excellent and un-paralleled range of work for someone with a strong tax background in private wealth clients. The role provides a fantastic opportunity for the right candidate to progress their career in a senior role within a large established personal tax team.

Key duties include:

• Identification of planning opportunities and overseeing the delivery of advisory projects.
• Assisting with tax affairs for wealthy individuals, partnerships, trusts and estates.
• Managing the relationships and looking after the tax affairs of high net worth private individuals, families and associated entities including trusts.
• Attending and leading client meetings to discuss and implement tax advisory and compliance projects.
• Ensuring technical competence and accuracy of the department’s work through review
• Budgeting
• Adherence to statutory and other deadlines
• Meeting billing targets and other financial metrics
• Monitoring time and recovery for allocated clients
• Reporting back to partners
• Liaising extensively 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 Leeds office is home to 6 partners and over 90 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.

Ideally you will have:

• A minimum of 2-3 years relevant experience operating at Senior 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 a tax focused 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.
• Experience of designing and delivering advisory work and be comfortable and familiar with using the tax legislation together with supporting guidance and commentary to arrive at conclusions
• Previous experience of using computerised tax packages is useful.
• The ability to provide accurate work in a timely and cost‑effective manner.
• Excellent interpersonal skills with confidence in dealing with partners and clients.

Rewards and 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.