Senior Manager, Private Client Tax Advisory

Job Details

We are looking for a bright and enthusiastic Assistant Manager/Manager to work within our UK Private Client Team and become part of the team which provides a wide range of services to businesses and their ultimate owners. These services include accounts preparation, tax advice, and general financial project work. We can offer varied and interesting work within the group and the successful applicant would be responsible for overseeing all aspects of a client’s affairs.

This role will be based within the Private Wealth & Estates Group, which provides a wide range of strategic advisory and accounting services to private clients and their businesses. The successful candidate will predominantly support partners and directors to provide tax and other financial advisory services to the group’s clients.

The responsibilities

• Delivering audits and statutory accounts for UK and international groups in accordance with FRS102 & FRS105.
• Taking a lead role dealing directly with the client and supporting the Engagement Partner.
• Providing value-added audits with reports to management on risk management, key controls, and financial benchmarking.
• Management of statutory and/or management accounts process.
• Providing technical FRS102 support for UK companies on several complex accountancy issues including advising on share option schemes.
• Liaising with client teams (i.e. CT/corporate finance/tax) to ensure timely delivery of work and dealing with ad hoc queries.
• Ensuring deliverables are prepared within the set time frame.
• Budgeting and invoicing clients.
• Staff training and development.
• Networking opportunities with intermediaries.
• Other advisory opportunities within the forensic accounting and business valuation space.

The team

The Private Wealth & Estates Group advises individuals and their associated entities. A proportion of the group’s work relates to large, landed estates and their associated operating structures, including family investment companies, trusts and general partnerships. The overall aim of the role is to provide outstanding client service in a professional and efficient manner, tailored to give the client the benefit of exceptional advice and maximum added value.

You

The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills. The position will require a high level of teamwork and commitment, with the ability to manage deadlines and run multiple projects concurrently. Candidates should be self-motivated, display a positive approach and can get things done. In addition, they should possess the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.

Candidates should be CTA qualified and would ideally also possess the ACA/ACCA. The successful candidate will possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax and corporate compliance deadlines. The candidate will need to have experience in managing a demanding portfolio with a range of clients, reporting to multiple stakeholders simultaneously.

The firm will provide training and support to help develop the successful candidate’s specialist knowledge and capabilities.

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.

Company

At Saffery, we’re more than just chartered accountants and tax and business advisers. We’re a partner-led and people-focused firm, committed to our clients and honouring our heritage.

Since 1855, we’ve evolved in size and scope, but our unwavering dedication to exceptional client service remains the same.

As a proud member of Nexia, a worldwide network of trusted member firms, we’ve got access to 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.