Senior Private Client Tax Advisory Manager

Saffery Llp

United States

Hybrid

USD 119,000 - 172,000

Full time

3 days ago
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Benefits offered by this job

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

Job summary

Saffery LLP is seeking a Senior Manager/Manager to join the Tax Advisory Team. You will deliver bespoke tax advisory services to high-net-worth individuals, entrepreneurs, family offices and trusts, while leading engagements and mentoring the team.

The role involves advising on wealth structuring, trusts, and international tax matters, with opportunities to specialize further as you progress. The firm emphasizes partner-led client service, collaborative cross-team delivery, and a culture focused

Qualifications

  • Qualified with CTA/ATT/ACA/ACCA/STEP or equivalent and relevant experience.
  • Strong technical tax expertise including advising international/non-dom clients.

Responsibilities

  • Lead client engagements and liaise with specialist teams to deliver tax advice.
  • Mentor junior team members and provide technical guidance.
  • Manage client relationships, budgeting and invoicing.
  • Advise on wealth structuring, trusts, estates, and succession planning.

Skills

Tax advisory
Private client tax
Client management
Engagement leadership
International tax

Education

CTA/ATT/ACA/ACCA/STEP

Job description

Saffery LLP is seeking a Senior Manager/Manager to join the Tax Advisory Team. You will deliver bespoke tax advisory services to high-net-worth individuals, entrepreneurs, family offices and trusts, while leading engagements and mentoring the team.

The role involves advising on wealth structuring, trusts, and international tax matters, with opportunities to specialize further as you progress. The firm emphasizes partner-led client service, collaborative cross-team delivery, and a culture focused

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