The Role
An experienced Personal Tax Director is sought to be based in our Bristol office to help lead and grow the existing team. The successful applicant will be responsible for leading on the delivery of complex advisory project work alongside holding a number of key client relationships. Whilst the role will be focussed on advisory work, the successful candidate will sit within the wider personal tax team and provide support and coaching to colleagues on more complex tax compliance matters where required.
The Responsibilities
* Identification of planning opportunities and overseeing the delivery of complex multidisciplinary advisory projects, liaising with subject matter experts around the firm to ensure technically robust advice is delivered to clients.
* Dealing with tax affairs for wealthy individuals, partnerships, trusts and estates and their associated business interests.
* Working alongside partners on managing key relationships with high net worth private individuals and families and their third‑party advisers.
* Leading client meetings to discuss and implement tax advisory and compliance projects.
* All aspects of financial management in relation to clients and projects including responsibility for WIP management, recoveries and billing.
* Providing technical support to the wider team both in personal tax and across other disciplines to manage tax risks.
* Coaching and mentoring junior tax team members to assist in their personal and technical development to grow the next generation of advisers.
* Being a key representative of Saffery in the Bristol marketplace, developing and building strong relationships with a range of intermediaries.
You
* Will have a strong technical background across all aspects of personal taxation with extensive experience of delivering complex advisory work, often working to tight deadlines.
* Will be a strong communicator able to adapt your delivery style to communicate with a range of clients and team members of all levels.
* Will be keen to represent Saffery in the Bristol marketplace, attending networking events and presenting externally at key intermediary events. Ideally you will have an existing network of intermediary relationships.
* Will have experience of coaching and mentoring team members and managing their personal development.
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, 27 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.
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.
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