Manager (Advisory) - Private Client Tax (International)

Saffery Llp; United States; Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

35-hour week

Hybrid with WFH up to 3 days

Pension scheme

25 days annual leave

Life Assurance

Profit-Sharing Plan

Discretionary bonus

Job summary

Saffery LLP is seeking a Senior Manager to join the Tax Advisory Team, delivering bespoke tax advisory services to high-net-worth individuals, entrepreneurs, family offices and trusts. You will manage a portfolio of clients, provide expert tax advice, and contribute to business development initiatives while mentoring junior staff.

The role emphasises leadership, relations with international/non-dom clients, and delivering timely, high-quality tax solutions across personal and trust structures.

Qualifications

• Qualified tax professional with CTA/ATT/ACA/ACCA/STEP or equivalent.
• Experience advising HNWI/UHNWI and international clients.
• Proven ability to lead engagements and mentor juniors.

Responsibilities

• Lead client engagements and oversee delivery across specialist teams.
• Provide bespoke tax advisory services including wealth structuring, trusts and succession planning.
• Manage client relationships, budgets and invoicing while supporting business development.

Skills

Leadership

Client relationship management

Budgeting

Education

CTA/ATT/ACA/ACCA/STEP or equivalent

Job description

We are looking for a bright and enthusiastic Senior Manager to work within our Tax Advisory Team. The successful candidate will play a critical role in providing bespoke tax advisory services to high-net-worth and Ultra-high-net worth individuals, entrepreneurs, family offices, and trusts. You will be responsible for managing a portfolio of clients, delivering excellent tax advice, and supporting the firm's business development initiatives. This successful candidate will possess strong tax technical expertise (including advising international/non-dom clients), leadership abilities, and the ability to foster client relationships. The Tax Advisory Team advises individuals and their associated entities. The team provides UK tax advisory services to both UK based wealthy families, as well as those with international affairs, and includes advising on all aspects of their personal tax affairs as well as the tax position for their trust and corporate structures. The individual will have an opportunity to craft their own specialism following a more international or domestic private client portfolio to assist with a wide range of technical matters. 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. The responsibilities

• As a Partner led firm, you would be required to support the Engagement Partner through the client's objectives and deliver on technical demands (with the support of a well-established team framework) to deliver excellent tax advice and service to the client.
• Leading on client engagements and liaising with specialist teams (ie corporate tax/accounts/audit/payroll) to ensure timely delivery of work and dealing with ad hoc queries.
• Ensuring deliverables are prepared within the set time frame.
• Provide advisory services on tax-efficient wealth structuring, trusts, estate planning, and succession planning.
• Mentor junior team members, imparting technical guidance and feeding back on performance
• Providing excellent client management skills including budgeting, invoicing clients and dealing with ad hoc queries.
• Pursue opportunities to grow the private client practice through referrals, networking, and contributing to pitches., The firm will provide training and support to help develop the successful candidate's specialist knowledge and capabilities. For the right individual, there is scope to progress quickly within the team. The successful applicant will be 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.

Technical skills are important and the successful candidate will have a proven track record of leading engagements with HNWI/UHNWI families. 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. The successful candidate will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax compliance and advisory services. The candidate will need to have experience in managing a demanding portfolio. Candidates must be professionally qualified (CTA, ATT, ACA/ACCA , STEP or equivalent) with relevant experience.

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., At Saffery, we're more than just chartered accountants and tax and business advisers. We're a partner-led and people-focused firm, committed to our clients and honouring our heritage. Since 1855, we've evolved in size and scope, but our unwavering dedication to exceptional client service remains the same. As a proud member of Nexia, a worldwide network of trusted member firms, we've got access to local insight on a global scale. In the UK, Saffery LLP is the 15th largest accountancy firm by fee income, with 90+ partners and 1,200+ staff across nine offices. Overseas, Saffery is represented in Cayman, Guernsey, Geneva, Zurich, Dublin and Dubai.

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.