An experienced Personal Tax Senior Manager or Manager is being sought to be based in our Harrogate/ Leeds office to provide additional support to our growing and dynamic team.
The successful applicant will be responsible for managing a portfolio of high net worth and ultra-high net worth individuals and families, and leading on delivering advisory project work. In particular, the portfolio includes a large number of clients with significant land and rural interests, comprising both landed estates and trusts. Experience in this area is therefore essential.
This is a challenging and interesting client facing role which provides an excellent and un-paralleled range of work for someone with a strong tax background in trust and landed estate clients. The role forms part of wider a succession strategy and therefore provides a fantastic opportunity for the right candidate to progress their career in developing and leading the landed estates part of the business.
Key duties include:
- Identification of planning opportunities and overseeing the delivery of advisory projects
- Review of self-assessment tax returns for wealthy individuals, partnerships trusts and estates
- Review of associated tax computations including calculations of capital gains on securities, chattels and property transactions, and Inheritance Tax computations for trusts and estates.
- Managing the relationships and looking after the tax affairs of high net worth private individuals, families and associated entities including trusts
- Attending and leading client meetings to discuss and implement tax advisory and compliance projects
- Ensuring technical competence and accuracy of the department’s work through review
- Budgeting
- Adherence to statutory and other deadlines
- Meeting billing targets
- Monitoring time and recovery for allocated clients
- Reporting back to partners
- Liaising extensively with clients in relation to day-to-day compliance and planning issues
The Team
The Harrogate Personal Tax department is made up of a team of 18 which includes two private client Partners, four Senior Managers, four Managers and Assistant Managers, and eight Trainees.. The mix of work in the group is varied and consists of clients including owner managed businesses, landed estates and high net worth individuals. Currently the portfolio includes a small proportion of non-UK domiciliary work; however, this is expected to increase in the future.
You will be joining a growing and collegiate Personal Tax team, offering the opportunity to develop new skills and accelerated career growth opportunities.
The Office
This role will be based in our Harrogate office but will be relocating to new offices in Leeds City Centre in the summer 2024.
You
Ideally you will have:
- A minimum of 2-3 years relevant experience operating at Manager level and CTA qualified.
- Dealt with a range of tax issues appropriate to our client base of private clients.
- Specifically, you will have strong experience in dealing with trusts and clients with significant land and rural interests, particularly landed estates.
- Commitment to a career in tax and will have relevant strong experience in either tax focused or a general practice role in a medium to large sized firm.
- It is essential that you have experience of organising the delivery of tax work, problem solving and the ability to use your own initiative.
- Experience of designing and delivering advisory work and be comfortable and familiar with using the tax legislation together with supporting guidance and commentary to arrive at conclusions
- Previous experience of using computerised tax packages is useful.
- The ability to provide accurate work in a timely and cost-effective manner.
- Excellent interpersonal skills with confidence in dealing with partners and clients.
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.