Private Client Trusts Director/Senior Manager

Saffery; Bournemouth; Hybrid; GBP 90,000 - 150,000; Full time

Benefits offered by this job

35 hour working week

Hybrid working policy

25 days annual leave

Life Assurance

Contributory pension

Profit-Sharing Plan

Discretionary bonus

Job summary

Saffery LLP is seeking an experienced Senior Manager or Director to lead the Trusts team across London and the South, and join the Private Client Group leadership. The role involves UK and international trusts, complex tax advisory, and fiduciary services for high net worth clients.

You will work with the Private Client Group to provide strategic advice, tax planning, and client service excellence, while mentoring colleagues and representing the firm at industry events.

Qualifications

• ACA/ACCA qualified with significant tax experience; dual qualification (CTA/TEP) advantageous.
• Experience managing a demanding portfolio with multiple stakeholders.
• Strong interpersonal, commercial and leadership skills.

Responsibilities

• Oversee a varied portfolio of UK and international trusts and estates for high net worth individuals.
• Lead on complex tax matters including trust structuring and operational tax issues; provide technical support.
• Oversee preparation and review of trust accounts; ensure timely client deliverables.
• Maintain and develop relationships with intermediaries and professional bodies, representing the firm externally.
• Mentor junior team members and contribute to internal training on trust taxation and private client updates.

Skills

Leadership

Tax advisory

Communication

Team management

Education

ACA/ACCA qualified

CTA/TEP advantageous

Job description

The role

We are looking for an experienced and enthusiastic Senior Manager or Director to help lead our Trusts team across London and the South and become part of the leadership of the Private Client Group which provides a wide range of services to businesses and their ultimate owners. Trust services at Saffery include trust accounts & tax compliance, complex tax advice, and the provision of fiduciary services to both UK and international trustees. We can offer varied and interesting work within the group, working with one of the largest and most complex portfolios of trust clients in the UK market.

The role can be based in any of our offices across London and the South and will work within our market-leading Private Client Group, which provides a wide range of strategic advisory, tax, and accounting services to private clients and their businesses. The successful candidate will be expected to work cross-office and to help in the leadership of the Private Client Group.

The responsibilities

• Oversee a varied portfolio of UK and international trusts, estates, and associated high net worth individuals, ensuring accurate and timely client deliverables.
• Lead on the provision of advice to trustees, beneficiaries, and family offices on complex tax matters including trust structuring & restructuring, and operational tax matters. Provide ad hoc technical support to other colleagues on trust projects.
• Oversee the preparation of trust accounts, including undertaking technical reviews for complex cases.
• Help to maintain & enhance the firm's strong professional relationships amongst other intermediaries and professional bodies, taking a technical lead with external bodies (including HMRC) and representing the firm at industry conferences and similar events.
• Mentor junior team members, reviewing their work and contributing to internal training on trust taxation and private client updates.

The team

The Private Client Group advises individuals and their associated entities. A significant proportion of the group's work is centered on both large landed estates and significant international holding structures. 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 experienced, 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 ACA/ACCA qualified, as well as having significant tax experience, which may or may not be formally accredited. Being dual-qualified (either CTA and/or TEP) will be an advantage. The successful candidate will possess a wide range of financial and tax advisory experience, including involvement in related personal tax work. 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.

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.