Private Client Tax Compliance Manager

Saffery; Greater London; On-site; GBP 70,000 - 100,000; Full time

Benefits offered by this job

35 hour working week hybrid

Pension scheme

25 days annual leave

Life Assurance cover

Discretionary bonus

Profit‑Sharing Plan

Job summary

Saffery LLP is seeking a bright and enthusiastic Tax Manager to join the UK Private Client Team. You will oversee UK personal and trust tax compliance and advisory work for private individuals, families and their entities.

The role offers a flexible mix of compliance and advisory work, up to 50/50, with opportunities to lead client relationships, coach juniors and help shape processes. Hybrid working and a supportive, established firm culture are provided.

Qualifications

• CTA qualified with UK private client tax experience.
• Experience delivering both tax compliance and advisory services.
• Strong client management and communication skills.

Responsibilities

• Manage portfolio of private clients' UK personal and trust tax compliance.
• Review self-assessment tax returns and computations for individuals, trustees and partnerships.
• Provide personal tax advice on income tax, CGT and IHT.
• Ensure deadlines are met and liaise with clients to obtain information.
• Coach and develop junior staff within the UK Private Client Team.

Skills

Client relationship

Tax advisory

Team leadership

Education

CTA qualification

Job description

The role

We are looking for a bright and enthusiastic Tax Manager to work within our UK Private Client Team and become part of the team which provides a wide range of services to private individuals, families and their associated entities. These services include personal and trust tax compliance, tax advisory support, and general private client project work. We can offer varied and interesting work within the team, and the successful applicant will be responsible for overseeing all aspects of a client’s UK tax compliance affairs.

As a key member of this team, you will provide a wide range of tax compliance and advisory services to private clients and their businesses. This role has the flexibility for you to mould a portfolio to your liking, with a tailored ratio between compliance and advisory services, up to a 50/50 split.

The successful candidate will predominantly support partners and directors in the delivery of high‑quality personal tax compliance and advisory services to the team’s clients, ensuring deadlines are met and technical standards are maintained.

The responsibilities

• Managing a portfolio of private clients, with responsibility for the delivery of high‑quality UK personal tax and trust tax compliance services, as well as any ad hoc advisory work arising from those relationships.
• Reviewing UK self‑assessment tax returns and associated computations for individuals, trustees and partnerships.
• Provide personal tax advice to your clients in particular relation to income tax, CGT and IHT
• Ensuring all compliance deadlines are met, including liaising with clients to obtain information in a timely manner.
• Acting as the primary point of contact for clients on tax compliance matters, building strong and trusted relationships.
• Supporting partners and directors with technical input on complex tax compliance issues, including residency, domicile, remittances and capital taxes.
• Managing HMRC correspondence and enquiries, including preparing responses and supporting partners on more complex matters.
• Liaising with other service lines (e.g. corporate tax, accounts, VAT and financial planning) to deliver joined‑up client solutions.
• Identifying areas where clients may benefit from additional advisory services and escalating opportunities appropriately.
• Budgeting, monitoring recoveries and supporting invoicing for client portfolios.
• Delegating work effectively to junior team members and reviewing their work to ensure accuracy and consistency.
• Coaching, training and developing junior staff within the UK Private Client Team.
• Contributing to the continuous improvement of tax compliance processes and internal best practice.

The team

The UK Private Client Team consist of 5 Partners and close to 30 members staff. This team advise wealthy individuals and families, and deal with all aspects of their personal tax compliance, as well as for their associated entities, including trusts, estates and private companies.

You

The Successful Applicant Will Be

• Confident to build strong relationships with clients and colleagues at all levels, be commercially aware, and have a clear understanding of client requirements and expectations.
• Enthusiastic, technically strong and highly organised, with excellent interpersonal skills. The role requires a strong commitment to client service, the ability to manage deadlines effectively and to oversee multiple compliance workflows concurrently.
• Self‑motivated, pragmatic and proactive, with a positive and professional approach to their work.
• CTA qualified. The successful candidate will possess significant experience in UK private client tax compliance, tax advisory and managing complex client portfolios. Experience of providing written tax advice is required, and supervising and developing junior staff is essential.

The firm will provide training and support to help develop the successful candidate’s technical expertise and wider advisory capabilities within the UK Private Client Team.

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.

Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.