Tax Assistant Manager or Manager

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

The role is primarily focused on the provision of high-quality personal tax compliance but also includes the provision of tax advice over the course of the year for our varied and complex client base. Our clients include high and ultra-high net worth individuals, non-domiciled clients and those with complex cross border tax considerations, UK and offshore trusts, and partnerships. The role offers the opportunity to work closely with experienced managers, senior managers, directors and partners and to learn from them. The responsibilities

Responsibilities

• You will be responsible for the delivery of all aspects of the tax compliance cycle on a timely basis on your client portfolio,
• You will prepare tax returns for complex and varied client base,
• You will prepare written correspondence for clients and deal with HM Revenue & Customs in connection with the clients' affairs,
• You will have the opportunity to correspond directly with clients, family office representatives and other key stakeholders and you will attend client meetings,
• You will work with managers, senior managers, directors and partners to deliver tax advice and tax planning for clients,
• You will be responsible for monitoring WIPs and budgets, ensuring work is billed on completion and ensuring debts are chased.

The International Private Client team is headed up by five partners who bring a wealth of experience in looking after a varied client base including those with complex cross-border tax considerations. The team of 30 staff all work closely together to deliver high quality tax compliance and advisory services to our complex and varied client base.

Requirements

• A positive and enthusiastic attitude
• A high level of motivation, ability and commitment
• Will have experience of running the compliance cycle for their own portfolio of clients
• Excellent organisational and prioritisation skills are essential to ensure all deadlines are met
• Will ideally have had experience in the provision of ad hoc tax advice, including, inheritance, capital gains tax and non-dom planning.
• Will have some experience in working with clients with international considerations
• Will be from a professional services background
• Will be a confident communicator to colleagues, partners and clients
• Comfortable working on their own initiative as well as being a good team player
• High attention to detail and the ability to work in a timely manner
• Excellent IT skills
• Candidates must be educated to at least 'A' level standard and ideally graduate level. He/she should have obtained the CTA qualification.

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.

Working hours 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.