Private Client Trusts Director/Senior Manager

Saffery; Poole; Hybrid; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid working policy (35 hour week)

Pension scheme

25 days annual leave

Life Assurance

Flexible benefits

Profit-Sharing Plan

Discretionary bonus

Job summary

Saffery LLP is seeking a senior tax professional to lead the Private Client Group across our London and Southern offices. You will oversee UK and international trusts, provide advanced trust and tax guidance to trustees and family offices, and mentor junior staff while building strong professional relationships.

The role requires ACA/ACCA with significant tax experience; CTA/TEP is advantageous. You will report to multiple stakeholders and contribute to our high standards of client service and

Qualifications

• ACA/ACCA qualified with significant tax experience.
• Dual qualification (CTA and/or TEP) is an advantage.
• Experience managing a demanding portfolio reporting to multiple stakeholders.

Responsibilities

• Oversee UK and international trusts and estates for high-net-worth clients.
• Lead on complex tax matters including trust structuring and operational tax matters.
• Oversee preparation of trust accounts and technical reviews for complex cases.
• Maintain relationships with external bodies (including HMRC) and industry events.
• Mentor junior team members and contribute to internal training on trust taxation.

Skills

Tax advisory

Trust taxation

Leadership

Mentoring

Education

ACA/ACCA qualified

CTA/TEP advantageous

Job description

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.

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.

Who we are

Saffery is a partner-led and people-focused firm of chartered accountants, tax and business advisers. Since 1855, we’ve built long-term relationships with our diverse, high-profile clients, across varied and specialised sectors. As a proud member of Nexia, a worldwide network of trusted member firms, we’ve got access to local insight on a global scale.

We pride ourselves on our informal and inclusive culture, building an environment where people can be themselves and enjoy challenging, interesting, rewarding careers.

When you work with Saffery, the well-respected accountancy firm where heritage meets ambition, you work with people who know your name. Who know you as a human being, not just a job title. Everyone belongs here. Always.

Company info

Website Telephone [phone] Location 71 Queen Victoria Street
London
UK
EC4V 4BE
United Kingdom