The role
We are recruiting for a Private Client Tax Assistant Manager to join our International Private Client tax in London. 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 senior managers, directors and partners and to learn from them.
The 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 clients and also review tax returns prepared by junior members of the team,
• You will correspond directly with clients, family office representatives and other key stakeholders and you will attend client meetings,
• You will work with senior managers, directors and partners to deliver tax advice and tax planning for clients,
• As well as advisory work on your own clients, you will have the opportunity to work with tax advisory colleagues on one-off pieces of tax planning,
• You will be responsible for monitoring WIPs and budgets, ensuring work is billed on completion and ensuring debts are chased.
The team
The International Private Client team is headed up by five partners who have several years 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.
You
A successful candidate should have the following characteristics and skills:
• A positive and enthusiastic attitude
• A high level of motivation, ability and commitment
• Will have 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 tax advice, including, inheritance, capital gains tax and non-dom 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.
• Will have 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
Reward 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.
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.