Tax Assistant Manager or Manager

Overview

The role is primarily focused on the provision of high-quality personal tax compliance and also includes the provision of tax advice throughout the year for a 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.

• Deliver all aspects of the tax compliance cycle on a timely basis for your client portfolio.
• Prepare tax returns for a complex and varied client base.
• Prepare written correspondence for clients and deal with HM Revenue & Customs in connection with the clients’ affairs.
• Correspond directly with clients, family office representatives and other key stakeholders, and attend client meetings.
• Work with managers, senior managers, directors and partners to deliver tax advice and tax planning for clients.
• Monitor WIPs and budgets, ensuring work is billed on completion and debts are chased.

The International Private Client team is led by five partners who oversee a varied client base with complex cross-border tax considerations. The team of approximately 30 staff collaborates to deliver high-quality tax compliance and advisory services to our clients. A positive and enthusiastic attitude, high motivation, ability and commitment are essential. Candidates should have experience running the compliance cycle for their own portfolio of clients and demonstrate excellent organisational and prioritisation skills to meet deadlines.

Ideal candidates will have experience providing ad hoc tax advice (including inheritance, capital gains tax and non-dom planning) and some experience working with clients with international considerations. A professional services background, confident communication with colleagues, partners and clients, and the ability to work both autonomously and as part of a team are valued. High attention to detail and timely work are important, as are excellent IT skills.

• Educated to at least A level standard; ideally graduate level. CTA qualification is preferred.
• Experience in running the compliance cycle for a portfolio of clients.
• Experience in providing ad hoc tax advice, including inheritance, capital gains tax and non-domiciled planning.
• Experience with clients with international considerations.
• From a professional services background; confident communicator to colleagues, partners and clients.
• Ability to work on own initiative as well as in a team; high attention to detail.
• Strong IT skills.

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. We emphasise a people-centric culture: a place where people are known by name, not just a job title, with a focus on exceptional client service and employee development.

We are a proud member of Nexia, a leading international network of independent accounting and consulting firms, providing 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.

Benefits include a 35-hour working week with a hybrid policy (up to three days per week from home, core hours 10–4), contributory pension scheme, 25 days annual leave, Life Assurance, flexible benefits and family-friendly policies, eligibility for the Profit-Sharing Plan (paid in December) and eligibility for the discretionary bonus scheme.

Equality, diversity and inclusion is a top priority. Our ED&I strategy, Everyone Belongs, supports a positive work culture and initiatives to improve diversity and strengthen an inclusive environment, led from the top.