Private Client Trusts Leader | Tax & Estates

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

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