Personal Tax Director

Saffery Llp; United States; Hybrid; USD 119,000 - 199,000; Full time

Benefits offered by this job

Hybrid working

Pension scheme

27 days annual leave

Life Assurance

Flexible benefits

Profit-sharing plan

Discretionary bonus

Job summary

Saffery LLP seeks an experienced Personal Tax Director to lead and grow the Leeds personal tax team. The role focuses on delivering complex advisory projects, managing key client relationships, and coaching colleagues across tax disciplines.

You will work with wealthy individuals and business owners, including entrepreneurs, across private client affairs and related tax planning, while representing the firm in the Leeds marketplace.

Qualifications

• Strong tax advisory background across private clients and their business interests.
• Experience with high-net-worth individuals, entrepreneurs and family businesses (OMB exposure preferred).

Responsibilities

• Identify planning opportunities and oversee delivery of complex multidisciplinary advisory projects.
• Manage tax affairs for wealthy individuals and families with entrepreneurial interests.
• Develop and manage key client relationships with high-net-worth clients and advisers.
• Lead client meetings to discuss and implement tax advisory and compliance projects.
• Oversee WIP, recoveries and billing for clients and projects.
• Provide technical support to broader team on personal tax and related disciplines to manage tax risks.
• Coach and mentor junior tax staff to develop next generation advisers.
• Represent Saffery in Leeds and Yorkshire, building intermediary relationships.
• Apply strong technical knowledge of personal taxation and complex advisory work under tight deadlines.
• Manage issues spanning personal and corporate realms for business-owning clients.
• Communicate effectively with clients and team members at all levels; engage with intermediaries at events.

Skills

Leadership

Job description

An experienced Personal Tax Director is being sought to be based in our Leeds office to help lead and grow the existing team. The successful applicant will be responsible for leading on the delivery of complex advisory project work alongside holding a number of key client relationships. Whilst the role will be focussed on advisory work, the successful candidate will sit within the wider personal tax team and provide support and coaching to colleagues on more complex tax compliance matters where required. This is a challenging and interesting client facing role which provides an excellent and un-paralleled range of work for someone with a strong tax background in all matters related to private clients and their business interests. In particular, the portfolio includes a number of entrepreneurs and business owners and therefore experience with OMBs and family businesses would be essential. The role provides a fantastic opportunity for the right candidate to progress their career with a leadership role in a large established personal tax team.

Responsibilities

• Identification of planning opportunities and overseeing the delivery of complex multidisciplinary advisory projects, liaising with subject matter experts around the firm to ensure technically robust advice is delivered to clients.
• Dealing with tax affairs for wealthy individuals and families, with a particular focus on entrepreneurial and business owning clients and their associated business interests
• Working alongside partners on managing key relationships with high-net-worth private individuals and families and their third-party advisers.
• Leading client meetings to discuss and implement tax advisory and compliance projects.
• All aspects of financial management in relation to your clients and projects including responsibility for WIP management, recoveries and billing.
• Providing technical support to the wider team both in personal tax and across other disciplines to manage tax risks.
• Coaching and mentoring junior tax team members to assist in their personal and technical development to grow the next generation of advisers.
• Being a key representative of Saffery in the Leeds and wider Yorkshire marketplace, developing and building strong relationships with a range of intermediaries.
• Will have a strong technical background across all aspects of personal taxation with extensive experience of delivering complex advisory work, often working to tight deadlines.
• Will have strong experience in dealing with business owning clients and managing issues which span the personal and corporate arena.
• Will be a strong communicator able to adapt your delivery style to communicate with a range of clients and team members of all levels.
• Will be keen to represent Saffery in the Leeds marketplace, attending networking events and presenting externally at key intermediary events. Ideally you will have an existing network of intermediary relationships.
• Will have experience of coaching and mentoring team members and managing their personal development.

The Personal Tax team consists of over 120 employees spread over 9 UK offices (Bristol, Bournemouth, High Wycombe, Peterborough, Edinburgh, Inverness, Leeds, London and Manchester). 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.

The Office Our Leeds office is home to 6 partners and over 90 staff. Our modern, purpose-built office space in Wellington Place is within walking distance of the city centre with easy access to bus and national rail services., 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.

Saffery is a partner-led and people-focused firm of chartered accountants, tax and business advisers. Since 1855, we've built long-term relationships with our diverse, high-profile clients, across varied and specialised sectors. As a proud member of Nexia, a worldwide network of trusted member firms, we've got access to local insight on a global scale. We pride ourselves on our informal and inclusive culture, building an environment where people can be themselves and enjoy challenging, interesting, rewarding careers. When you work with Saffery, the well-respected accountancy firm where heritage meets ambition, you work with people who know your name. Who know you as a human being, not just a job title. Everyone belongs here. Always.

Rewards 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, 27 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