Private Client Tax Advisor - Capital Tax

Saffrey LLP; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading UK accounting firm seeks an enthusiastic Assistant Manager/Manager to join their Private Client Team. You will oversee client affairs, deliver audits, and provide tax advice, ensuring outstanding service. The role requires strong technical skills, teamwork, and the ability to manage multiple projects. Candidates should be CTA qualified, ideally with ACA/ACCA. Benefits include a hybrid working model, competitive salary, and excellent perks.

Benefits

Contributory pension scheme

25 days annual leave

Life Assurance cover

Profit-Sharing Plan

Discretionary bonus scheme

Qualifications

• Enthusiastic and technically capable candidate.
• High level of teamwork and commitment.
• Ability to manage deadlines and multiple projects.

Responsibilities

• Deliver audits and statutory accounts for clients.
• Provide value-added audits with management reports.
• Manage statutory and management accounts process.
• Staff training and development.
• Budgeting and invoicing clients.

Skills

Technical capability

Interpersonal skills

Organizational skills

Self-motivated

Commercially minded

Education

CTA qualification

ACA/ACCA (ideally)

Job description

Overview

We are looking for a bright and enthusiastic Assistant Manager/Manager to work within our UK Private Client Team and become part of the team which provides a wide range of services to businesses and their ultimate owners. These services include accounts preparation, tax advice, and general financial project work. The successful applicant would be responsible for overseeing all aspects of a client’s affairs. This role will be based within the Private Wealth & Estates Group, which provides a wide range of strategic advisory and accounting services to private clients and their businesses. The successful candidate will predominantly support partners and directors to provide tax and other financial advisory services to the group’s clients.

The responsibilities

• Delivering audits and statutory accounts for UK and international groups in accordance with FRS102 & FRS105.
• Taking a lead role dealing directly with the client and supporting the Engagement Partner.
• Providing value-added audits with reports to management on risk management, key controls, and financial benchmarking.
• Management of statutory and/or management accounts process.
• Providing technical FRS102 support for UK companies on several complex accountancy issues including advising on share option schemes.
• Liaising with client teams (i.e. CT/corporate finance/tax) to ensure timely delivery of work and dealing with ad hoc queries.
• Ensuring deliverables are prepared within the set time frame.
• Budgeting and invoicing clients.
• Staff training and development.
• Networking opportunities with intermediaries.
• Other advisory opportunities within the forensic accounting and business valuation space.

The team

The Private Wealth & Estates Group advises individuals and their associated entities. A proportion of the group’s work relates to large, landed estates and their associated operating structures, including family investment companies, trusts and general partnerships. The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value.

You

The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position will require a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently. Candidates should be self-motivated, display a positive approach and can get things done. In addition, they should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.

Candidates should be CTA qualified and would ideally also possess the ACA/ACCA. The successful candidate will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax and corporate compliance deadlines. The candidate will need to have experience in managing a demanding portfolio with a range of clients, reporting to multiple stakeholders simultaneously.

The firm will provide training and support to help develop the successful candidate’s specialist knowledge and capabilities.

Reward 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.

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.