Saffery
Private Client Tax Compliance Manager
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The Role
We are looking for a bright and enthusiastic Tax Manager to work within our UK Private Client Team and become part of the team which provides a wide range of services to private individuals, families and their associated entities. These services include personal and trust tax compliance, tax advisory support, and general private client project work. We can offer varied and interesting work within the team, and the successful applicant will be responsible for overseeing all aspects of a client’s UK tax compliance affairs.
As a key member of this team, you will provide a wide range of tax compliance and advisory services to private clients and their businesses. This role has the flexibility for you to mould a portfolio to your liking, with a tailored ratio between compliance and advisory services, up to a 50/50 split.
The successful candidate will predominantly support partners and directors in the delivery of high-quality personal tax and trust compliance services to the team’s clients, ensuring deadlines are met and technical standards are maintained.
The Responsibilities
- Managing a portfolio of private clients, with responsibility for the delivery of high-quality UK personal tax and trust tax compliance services, as well as any ad hoc advisory work arising from those relationships.
- Reviewing UK self-assessment tax returns, trust and estate tax returns, and associated computations for individuals, trustees, and partnerships.
- Provide personal tax advice to your clients in particular relation to income tax, CGT, and IHT.
- Ensuring all compliance deadlines are met, including liaising with clients to obtain information in a timely manner.
- Acting as the primary point of contact for clients on tax compliance matters, building strong and trusted relationships.
- Supporting partners and directors with technical input on complex tax compliance issues, including residency, domicile, remittances, and capital taxes.
- Managing HMRC correspondence and enquiries, including preparing responses and supporting partners on more complex matters.
- Liaising with other service lines (e.g. corporate tax, accounts, VAT, and financial planning) to deliver joined-up client solutions.
- Identifying areas where clients may benefit from additional advisory services and escalating opportunities appropriately.
- Budgeting, monitoring recoveries, and supporting invoicing for client portfolios.
- Delegating work effectively to junior team members and reviewing their work to ensure accuracy and consistency.
- Coaching, training, and developing junior staff within the UK Private Client Team.
- Contributing to the continuous improvement of tax compliance processes and internal best practice.
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The Team
The UK Private Client Team consists of 5 Partners and close to 30 members of staff. This team advises wealthy individuals and families, and deal with all aspects of their personal tax compliance, as well as for their associated entities, including trusts, estates, and private companies.
You
The Successful Applicant Will Be
- Confident to build strong relationships with clients and colleagues at all levels, be commercially aware, and have a clear understanding of client requirements and expectations.
- Enthusiastic, technically strong, and highly organized, with excellent interpersonal skills. The role requires a strong commitment to client service, the ability to manage deadlines effectively, and to oversee multiple compliance workflows concurrently.
- Self-motivated, pragmatic, and proactive, with a positive and professional approach to their work.
- CTA qualified and would ideally also hold ACA or ACCA qualification. The successful candidate will possess significant experience in UK private client tax compliance, including personal tax, trust, and estate compliance, and managing complex client portfolios. Experience of providing written tax advice is required, and supervising and developing junior staff is essential.
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The firm will provide training and support to help develop the successful candidate’s technical expertise and wider advisory capabilities within the UK Private Client Team.
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.
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