Senior Manager - Tax Service Group

Saffrey LLP; Bristol; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Join a forward-thinking firm as a Senior Manager in the Tax Services Group, where you will manage a diverse portfolio of high-net-worth clients. This role offers a unique opportunity to leverage your expertise in personal tax while fostering client relationships and leading a dedicated team. Enjoy a supportive environment with ongoing training, flexible working arrangements, and a commitment to equality and diversity. If you are proactive and resilient, with a passion for delivering exceptional service, this is the perfect opportunity for you to thrive and grow.

Benefits

Contributory Pension Scheme

25 Days Annual Leave

Life Assurance Cover

Profit-Sharing Plan

Discretionary Bonus Scheme

Flexible Working Hours

Qualifications

• Proven experience managing a personal tax portfolio and advising clients.
• Strong knowledge of personal tax issues and compliance.

Responsibilities

• Manage personal tax affairs for a diverse portfolio of clients.
• Provide compliance and advisory services for high-net-worth individuals.

Skills

Personal Tax Expertise

Leadership Skills

Client Relationship Management

Problem Solving

Team Collaboration

Education

CTA

ATT

ACA/ACCA

STEP

Job description

We are in an expansion phase across the firm and seeking an experienced Senior Manager to join our Tax Services Group to provide direct support to the partners by managing the personal tax affairs of an existing portfolio of diverse clients.

The successful applicant will be responsible for their own portfolio of private clients and should possess strong tax technical expertise, leadership skills, and the ability to foster client relationships.

The allocation of work includes compliance and advisory for wealthy individuals, partnerships and trusts and all related and complex aspects of looking after the tax affairs of a variety of high-net-worth private clients with wide ranging business and personal interests. Specific experience of dealing with residence and domicile matters, long with knowledge of the up-and-coming changes, is highly desirable.

The role will include some staff responsibilities and work planning, and the individual will report directly to the Director and client partners.

Ongoing training will be provided, with the opportunity for the individual to attend the firm’s annual tax conference and attend both internal and external training sessions.

The role provides a wide range of interesting work for someone with a solid personal tax background in a friendly and supportive environment.

About you

Candidates must be proactive, resilient and technically capable, with excellent interpersonal and organisational skills. They should be innovative with vision, creativity and flair. They should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements. The position will require a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently

Candidates will require recent practical experience of running a personal tax portfolio and providing tax advice to a wider range of clients, with a detailed and up to date working knowledge of personal tax issues a given. Whilst technical skills are obviously important, this position also requires a team-orientated and flexible personality, alongside the experience of organising the delivery of tax work, problem solving and the ability to use their own initiative.

Candidates must be professionally qualified (CTA, ATT, ACA/ACCA , STEP or equivalent) with relevant experience.

The team

The Tax Services Group (TSG) consists of nearly 60 employees spread over four UK offices (Bristol, Bournemouth, High Wycombe, and Peterborough). The team delivers exceptional quality compliance and advisory services to a wide range of high net worth private clients, these include those with UK and offshore interests, property owners, business owners, partnerships and trusts.

Reward and benefits

• A 35 hour working week with a hybrid working policy with the flexibility to work from home for up tothreedays 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.