Assistant Manager - Tax Services Group (Personal Tax)
We are looking for a pro-active, resilient, and driven individual to join our group.
Description
We are recruiting an experienced Assistant Manager focused on managing the personal tax compliance cycle. The role includes providing ad hoc advice related to the annual compliance cycle to a growing portfolio of individuals, trusts, partnerships, and LLPs across various sectors, especially landed estates and rural businesses.
As a training office, the candidate is also expected to support the development of junior staff through on-the-job training.
You
Key characteristics and skills required:
1. A positive and enthusiastic attitude
2. A high level of motivation, ability, and commitment
3. Previous relevant management experience, managing a personal tax portfolio and reviewing work of junior staff
4. Experience in delivering and managing personal tax compliance services
5. Excellent organisational and prioritisation skills to meet deadlines
6. Experience in providing tailored advice, including inheritance and capital gains tax planning, international tax, and trust planning, with a broad base of knowledge in these areas. Land-based issues are significant in the current workload.
7. Professional services background
8. Confident communicator with colleagues, partners, and clients
9. Ability to work independently and as part of a team
10. High attention to detail and timeliness
11. Excellent IT skills
Applicants should preferably be CTA qualified or equivalent.
Rewards/Benefits
1. 35-hour workweek with a hybrid working policy, allowing up to three days remote work (core hours 10-4)
2. Benefits including contributory pension, 25 days annual leave, Life Assurance, flexible benefits, and family-friendly policies
3. Eligibility for the firm's Profit-Sharing Plan (paid in December)
4. Discretionary bonus scheme eligibility
The team
The Tax Services Group (TSG) has over 50 employees across four UK offices (Bristol, Bournemouth, High Wycombe, and Peterborough). They provide compliance and advisory services to high-net-worth private clients, including UK and offshore interests, property owners, business owners, partnerships, and trusts.
About Us
Saffery LLP provides accountancy, audit, business advisory, tax, and VAT services to individuals and businesses since 1855. We are the UK's 15th largest accountancy firm. We value our people and aim to build a positive, inclusive culture. As part of Nexia, an international network, we offer global insights.
Equality, Diversity & Inclusion
We prioritize ED&I through our "Everyone Belongs" strategy, fostering a culture of inclusion and diversity. We welcome applicants from all backgrounds, believing individual differences strengthen our team. Our values are excellence, integrity, enthusiasm, and collegiality, where Potential meets Personal.
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