Hybrid Personal Tax Manager – Private Client Advisory

Saffery Llp

United States

À distance

USD 87 000 - 120 000

Plein temps

Il y a 6 jours
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Avantages offerts par ce poste

35-hour work week
Hybrid working policy
25 days annual leave
Life Assurance
Profit-Sharing Plan
Discretionary bonus

Résumé du poste

Saffery LLP in Leeds seeks an experienced Personal Tax Manager to deliver compliance and advisory services for a growing private client portfolio. You will work with senior managers, directors and partners, reviewing junior staff and guiding on tax planning.

A CTA qualification and leadership experience are preferred. You will manage complex private clients, trusts and partnerships, with inheritance, capital gains and international tax considerations forming the advisory mix.

Qualifications

  • CTA qualified with 1–2 years management experience in tax.
  • Experience handling private client tax issues and portfolios.
  • Strong organisational and prioritisation skills with attention to deadlines.

Responsabilités

  • Review the team's work for technical accuracy and timeliness.
  • Budget and manage time and recoveries for allocated clients.
  • Meet billing targets and report progress to partners.

Connaissances

People management
Client liaison
Commercial awareness

Formation

CTA qualification

Outils

Tax software

Description du poste

Saffery LLP in Leeds seeks an experienced Personal Tax Manager to deliver compliance and advisory services for a growing private client portfolio. You will work with senior managers, directors and partners, reviewing junior staff and guiding on tax planning.

A CTA qualification and leadership experience are preferred. You will manage complex private clients, trusts and partnerships, with inheritance, capital gains and international tax considerations forming the advisory mix.

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