Tax Manager, Private Client

Saffrey LLP; Greater London; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Contributory pension scheme

25 days annual leave

Life Assurance cover

Flexible benefits

Profit-Sharing Plan

Discretionary bonus

Job summary

Saffery LLP in London is seeking a Tax Assistant Manager or Manager to join our International Private Client tax team. The role focuses on high-quality personal tax compliance and tax advice for a diverse client base, including high net worth individuals and non-domiciled clients.

You will deliver the full tax compliance cycle for your client portfolio, prepare complex tax returns, and engage with HMRC and clients. A CTA qualification and strong IT skills are expected.

Qualifications

• Experience running the tax compliance cycle for a client portfolio.
• Ability to prepare tax returns for complex cross-border and high-net-worth clients.
• Experience with HMRC correspondence and tax planning advice.
• Strong IT skills and attention to detail.

Responsibilities

• Deliver all aspects of the tax compliance cycle for your client portfolio.
• Prepare tax returns for a varied client base, including high net worth and non-doms.
• Prepare correspondence for clients and liaise with HMRC.
• Engage with clients, family offices and stakeholders in meetings.
• Collaborate with managers and partners on tax planning and advisory work.
• Monitor WIPs and budgets; ensure work is billed on completion and debts chased.

Skills

Tax compliance

Tax returns

Cross-border tax

Client meetings

WIP monitoring

Debt chasing

Detail oriented

IT skills

Client communication

Education

CTA qualification

Graduate level

A-level

Job description

We are recruiting for a strong Tax Assistant Manager or Manager to join our International Private Client tax in London.

The role is primarily focused on the provision of high-quality personal tax compliance but also includes the provision of tax advice over the course of the year for our varied and complex client base.

Our clients include high and ultra-high net worth individuals, non-domiciled clients and those with complex cross border tax considerations, UK and offshore trusts, and partnerships.

The role offers the opportunity to work closely with experienced managers, senior managers, directors and partners and to learn from them.

The responsibilities

• You will be responsible for the delivery of all aspects of the tax compliance cycle on a timely basis on your client portfolio
• You will prepare tax returns for complex and varied client base
• You will prepare written correspondence for clients and deal with HM Revenue & Customs in connection with the clients’ affairs
• You will have the opportunity to correspond directly with clients, family office representatives and other key stakeholders and you will attend client meetings
• You will work with managers, senior managers, directors and partners to deliver tax advice and tax planning for clients
• You will be responsible for monitoring WIPs and budgets, ensuring work is billed on completion and ensuring debts are chased

The team

The International Private Client team is headed up by five partners who bring a wealth of experience in looking after a varied client base including those with complex cross-border tax considerations. The team of 30 staff all work closely together to deliver high quality tax compliance and advisory services to our complex and varied client base.

You

• A positive and enthusiastic attitude
• A high level of motivation, ability and commitment
• Will have experience of running the compliance cycle for their own portfolio of clients
• Excellent organisational and prioritisation skills are essential to ensure all deadlines are met
• Will ideally have had experience in the provision of ad hoc tax advice, including, inheritance, capital gains tax and non-dom planning.
• Will have some experience in working with clients with international considerations
• Will be from a professional services background
• Will be a confident communicator to colleagues, partners and clients
• Comfortable working on their own initiative as well as being a good team player
• High attention to detail and the ability to work in a timely manner
• Excellent IT skills
• Candidates must be educated to at least ‘A’ level standard and ideally graduate level. He/she should have obtained the CTA qualification.

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.