Private Client Tax Advisor - Capital Tax
The role
We are looking for a bright and enthusiastic Assistant Manager/Manager to work within our UK Private Client Team. This role will be based within the UK Private Client Team in London, which provides a wide range of strategic advisory and tax compliance services to private clients and their associated entities. The successful candidate will predominantly support partners and directors to provide tax and other financial advisory services to the team’s clients.
We can offer varied and interesting work within the team and the successful applicant would be responsible for overseeing all aspects of a client’s affairs, but with a particular focus on the delivery of tax advice.
The responsibilities
• Manage a varied portfolio of UK clients, mostly large or complex HNW with multi-faceted needs.
• Oversee the delivery of all aspects of tax advice and compliance for those clients, and all associated entities, such as companies, trusts and partnerships.
• Analyse assets to consider whether Agricultural and/or Business Property Reliefs apply.
• Conduct technical research to interpret legislation and HMRC guidance, providing clear written advice and reports for clients and partners.
• Support partners with tax planning projects, restructuring, and succession planning for HNW families and landed estates.
• Liaise proactively with HMRC regarding queries, disclosures, and compliance issues, maintaining strong professional relationships.
• Mentor junior team members, reviewing their work and contributing to internal training on trust taxation and private client updates.
The team
The UK Private Client Team advises individuals and all of their associated entities. A large proportion of the team’s work relates to families with multi-faceted needs, including business operations, family investment companies, trusts and general partnerships. The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value.
You
The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position will require a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently. Candidates should be self-motivated, display a positive approach and can get things done. In addition, they should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.
Candidates should be CTA qualified and would ideally also possess the ACA/ACCA. The successful candidate will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax and corporate compliance deadlines. The candidate will need to have experience in managing a demanding portfolio with a range of clients, reporting to multiple stakeholders simultaneously.
The firm will provide training and support to help develop the successful candidate’s specialist knowledge and capabilities.
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.