Are you an experienced Personal Tax Senior Manager looking for a new challenge?
The role
We are expanding across the firm and seeking an experienced Senior Manager to join our Tax Services Group. You will provide direct support to partners by managing the personal tax affairs of an existing portfolio of diverse clients.
The successful candidate will manage their own portfolio of private clients, demonstrating strong tax technical expertise, leadership skills, and the ability to foster client relationships. Responsibilities include compliance and advisory work for wealthy individuals, partnerships, and trusts, covering complex aspects of high-net-worth private clients' tax affairs. Experience with residence and domicile matters, along with knowledge of recent changes, is highly desirable.
This role involves staff responsibilities and work planning, reporting directly to the Director and client partners. Ongoing training and development opportunities, including attendance at the firm's annual tax conference and external training sessions, are provided.
The position offers engaging work within a friendly and supportive environment for someone with a solid personal tax background.
About you
Candidates should be proactive, resilient, technically skilled, and possess excellent interpersonal and organizational skills. Innovation, vision, creativity, and professionalism are essential. You should be confident in establishing credibility at all levels, commercially minded, and perceptive of client needs. The role requires teamwork, commitment, and the ability to manage deadlines and multiple projects.
Recent practical experience managing a personal tax portfolio and providing tax advice to a diverse client base is necessary. Candidates must be professionally qualified (CTA, ATT, ACA/ACCA, STEP, or equivalent) with relevant experience.
The team
The Tax Services Group (TSG) comprises nearly 60 employees across four UK offices: Bristol, Bournemouth, High Wycombe, and Peterborough. The team delivers high-quality compliance and advisory services to high-net-worth clients, including those with UK and offshore interests, property owners, business owners, partnerships, and trusts.
Reward and benefits
* A 35-hour workweek with a hybrid policy allowing up to three days remote working (core hours 10-4)
* Excellent benefits including contributory pension, 25 days annual leave, Life Assurance, flexible benefits, and family-friendly policies
* Eligibility for the Profit-Sharing Plan, paid in December
* Discretionary bonus scheme eligibility
About us
Saffery LLP provides accountancy, audit, business advisory, tax, and VAT services to individuals and businesses since 1855. As the UK's 15th largest firm, we value our people and foster a culture of excellence and collegiality. As part of Nexia, an international network, we offer global insights.
Equality, Diversity & Inclusion
We prioritize ED&I through initiatives that promote diversity and inclusion, believing that individual differences strengthen our collective. We welcome applicants from all backgrounds, ethnicity, gender, age, sexuality, disability, or neurodivergence. At Saffery, Potential meets Personal.
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