The role
We are looking for a strong and enthusiastic Tax Senior Manager to join our Private Client Business team, advising entrepreneurial individuals, shareholders and privately owned businesses on a broad range of tax matters. This is an excellent opportunity to provide integrated tax advice across both the private client and corporate landscape.
The role centers on building trusted relationships with clients, helping them navigate complex tax issues throughout the business lifecycle, from growth and succession planning through to transactions, restructuring and wealth preservation. As part of a collaborative and highly regarded team, you will play a key role in delivering commercially focused advice and supporting the continued growth of our client offering.
The responsibilities
- Provide UK tax advisory services to entrepreneurial clients, shareholders, business owners and their families across a wide range of personal and corporate tax matters.
- Advise on business structuring, reorganisations, shareholder matters and succession planning, ensuring solutions align with clients' commercial and personal objectives.
- Support clients through key business life-cycle events, including acquisitions, disposals, management buyouts, investment rounds and exits.
- Deliver integrated tax advice spanning personal, corporate and capital taxes, working closely with specialists across the firm where required.
- Develop and maintain strong, long-term relationships with clients, acting as a trusted adviser and identifying opportunities to add value.
- Lead complex tax planning projects, managing risks effectively while ensuring high standards of technical excellence and client service.
- Support the development of junior team members through coaching, mentoring and technical guidance.
- Contribute to business development activities, including networking, proposal preparation and strengthening relationships with existing and prospective clients.
The team
Our Private Client Business team works closely with colleagues across corporate tax, private client tax, VAT and transaction services to provide genuinely joined-up advice tailored to each client's circumstances.
This is an opportunity to join a collaborative and supportive team that values technical excellence, commercial thinking and long-term client relationships. You'll work alongside experienced partners and directors on interesting and often complex advisory assignments, while having the autonomy to develop your own client portfolio and professional profile.
You
- CTA and/or ACA qualified (or equivalent) with significant post-qualification experience in a tax advisory role.
- Strong technical knowledge across private client and corporate tax, with experience advising shareholders, entrepreneurs and owner-managed businesses.
- Proven track record of leading complex advisory projects and delivering commercially focused solutions for clients.
- Experience managing and developing client relationships, with the ability to identify opportunities and support business growth.
- Demonstrable people leadership skills, including coaching, mentoring and developing team members.
- Commercially minded, collaborative and committed to delivering an exceptional client experience.
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.