Our Edinburgh office is recruiting for an experienced Tax Manager or Assistant Manager in the personal tax department. The role includes tax compliance, the provision of ad hoc advice related to the annual compliance cycle to our growing portfolio of individuals, trusts, partnerships, LLPs across a range of sectors, particularly high net worth individuals, landed estates and rural businesses.
This is a client facing, fast paced role which includes advisory elements. There are opportunities to get involved in firm wide committees and presentations if the individual wishes to do so.
As a training office, there is also an expectation that the candidate would support the development of more junior staff in on the job training.
The Team
The Edinburgh Private Client team currently comprises 16 individuals ranging from directors to trainees.
You will be joining a supportive and collegiate Private Client Tax team, offering the opportunity to develop new skills and accelerated career growth opportunities.
The Office
Our Edinburgh team provide tailor made services, including accounting, audit and assurance, tax, corporate finance and business advisory, for all aspects of our clients’ lives. We advise on both their personal and business affairs, as well as assisting at all phases of wealth generation, preservation and succession.
Our Edinburgh office is within walking distance of the city centre with easy access to bus and national rail services.
You
Key characteristics and skills required:
• A positive and enthusiastic attitude
• A high level of motivation, ability and commitment
• Will have previous relevant experience of management as they will be managing their own portfolio whilst also being responsible for reviewing the work of more junior tax staff
• Will be experienced in the delivery and management of personal tax compliance services
• Excellent organisational and prioritisation skills are essential to ensure all deadlines are met
• Will have had experience in the provision of tailored advice, including, inheritance and capital gains tax planning, international tax aspects, and trust planning. The exact mix of advisory will be tailored to the strengths of the individual, but a broad base is required to permit work in most if not all of the above areas. Land based issues form a significant part of the current workload.
• 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
Rewards/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
About Us
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.
We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.