Assistant Manager - Tax Services Group (Personal Tax)

Saffery Champness; Bristol, Bournemouth, Peterborough; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading accounting firm is looking for an experienced Assistant Manager in Tax Services to manage personal tax compliance for clients in the UK. Key responsibilities include providing tailored advice and reviewing junior staff's work. The ideal candidate will have a strong background in compliance services and excellent communication skills. The role offers a hybrid work model and a supportive environment for professional development.

Benefits

35-hour working week with hybrid policy

Contributory pension scheme

25 days annual leave

Profit-Sharing Plan

Discretionary bonus scheme

Qualifications

• Experience in managing a portfolio of clients.
• Strong skills in delivering personal tax compliance.
• Ability to provide tailored tax advice.

Responsibilities

• Manage the personal tax compliance cycle for clients.
• Provide ad hoc advice for the annual compliance cycle.
• Review work of junior tax staff.

Skills

Positive and enthusiastic attitude

High motivation and commitment

Experience in management of a portfolio

Experience in personal tax compliance services

Excellent organisational skills

Confidence in communication

Attention to detail

Strong IT skills

Job description

Assistant Manager - Tax Services Group (Personal Tax)

Saffery City Of Peterborough, England, United Kingdom

Role summary: experienced Assistant Manager with a focus on managing the personal tax compliance cycle, providing ad hoc advice related to the annual compliance cycle for individuals, trusts, partnerships, and LLPs across sectors including landed estates and rural businesses. The role supports development of more junior staff in on-the-job training as a training office. The position can be based in Bristol, Bournemouth or Peterborough offices.

Responsibilities

• Manage the personal tax compliance cycle for a portfolio of clients.
• Provide ad hoc advice related to the annual compliance cycle.
• Review the work of more junior tax staff and manage a portion of the portfolio.
• Deliver and manage personal tax compliance services with a focus on accuracy and timeliness.
• Develop junior staff through on-the-job training and knowledge sharing.
• Maintain excellent client communication with colleagues and partners.
• Contribute to the provision of tailored advice, including inheritance and capital gains tax planning, international tax aspects, and trust planning; broad base of advisory work is expected with land-based issues forming a significant part of current workload.
• Demonstrate strong organisational and prioritisation skills to meet deadlines.
• Operate with initiative and as part of a team, leveraging good IT skills.

Key Characteristics And Skills Required

• A positive and enthusiastic attitude
• A high level of motivation, ability and commitment
• Experience in management of a portfolio and reviewing the work of junior staff
• Experience in delivery and management of personal tax compliance services
• Excellent organisational and prioritisation skills
• Experience in tailored tax advice across inheritance, capital gains, international tax, and trust planning
• Professional services background
• Confident communicator with colleagues, partners and clients
• Ability to work on own initiative and as a team player
• High attention to detail and timely work delivery
• Excellent IT skills

The team

The Tax Services Group South (TSGS) consists of over 50 employees across four UK offices (Bristol, Bournemouth, High Wycombe, and Peterborough). The team delivers high-quality compliance and advisory services to high-net-worth private clients, including UK and offshore interests, property owners, business owners, partnerships and trusts.

Rewards/Benefits

• A 35-hour working week with hybrid working policy (up to three days per week remote; core hours 10-4)
• Contributory pension scheme, 25 days annual leave, Life Assurance and flexible benefits
• Eligibility for the firm’s Profit-Sharing Plan (paid in December)
• Eligibility for the discretionary bonus scheme

About Us

Saffery LLP provides accounting, audit, business advisory, tax and VAT services to individuals and businesses. Founded in 1855, we are the UK’s 15th largest accountancy firm. We value people, collaboration, and client service. As a Nexia member, we have access to global insights.

Equality, Diversity & Inclusion

Equality, diversity and inclusion is a top priority. Our ED&I strategy, Everyone Belongs, supports a positive work culture and diverse, inclusive practices. We welcome applicants from all backgrounds, ethnicities, genders, ages, sexualities, disabilities or neurodivergence. We strive for excellence, integrity and collegiality.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Accounting

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