Private Client Tax Manager & Advisor

Saffery Llp; United States; Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Hybrid working

35-hour week

Pension scheme

25 days annual leave

Life Assurance

Discretionary bonus

Job summary

Saffery LLP is seeking a personal tax specialist to deliver high-quality tax compliance and advisory services for a diverse client base that includes high net worth individuals and complex cross-border matters. The role offers exposure to experienced managers and partners and opportunities to provide strategic tax planning.

Applicants should have strong organisational and communication skills, experience running own client portfolios, and ideally the CTA qualification or equivalent.

Qualifications

• Experience running the compliance cycle for own portfolio of clients.
• Experience providing ad hoc tax advice (inheritance, capital gains tax, non-domiciled planning).
• Experience with international clients or cross-border tax considerations is desirable.
• Confident communicator with colleagues, partners and clients; strong IT skills.

Responsibilities

• Deliver all aspects of the tax compliance cycle on your client portfolio on time.
• Prepare tax returns for complex and varied clients.
• Prepare written correspondence for clients and liaise with HMRC.
• Correspond directly with clients and attend client meetings where appropriate.
• Work with managers and partners to deliver tax advisory and planning.
• Monitor WIPs and budgets, ensure timely billing and debt collection.

Skills

Tax compliance

Client communication

Organisational skills

Prioritisation

Attention to detail

IT skills

Professional demeanor

Education

CTA qualification

A-level or graduate level

Job description

Saffery LLP is seeking a personal tax specialist to deliver high-quality tax compliance and advisory services for a diverse client base that includes high net worth individuals and complex cross-border matters. The role offers exposure to experienced managers and partners and opportunities to provide strategic tax planning.

Applicants should have strong organisational and communication skills, experience running own client portfolios, and ideally the CTA qualification or equivalent.