Personal Tax Senior Associate / Assistant Manager

About the role

Saffery LLP is seeking an experienced Personal Tax Senior Associate or Assistant Manager to lead the personal tax compliance cycle for a diverse portfolio of high‑net‑worth individuals, trusts, partnerships and LLPs. The role combines hands‑on compliance work with advisory services and includes mentoring junior staff.

Key responsibilities

• Manage a personal tax compliance portfolio, ensuring all filings and deadlines are met.
• Provide tailored advice on inheritance tax, capital gains tax, international tax and trust planning.
• Review and quality‑check work produced by junior tax staff.
• Develop and deliver on‑the‑job training for less‑experienced team members.
• Collaborate with partners and clients across multiple UK offices.

Required profile

• Positive, enthusiastic attitude with a high level of motivation.
• Proven experience managing a personal tax compliance portfolio.
• Strong organisational and prioritisation skills.
• Ability to work independently and as part of a team.
• Excellent attention to detail and communication skills.

Required skills

• Excellent IT skills.

What we offer

• 35‑hour hybrid working week (up to three days remote, core hours 10‑4).
• Contributory pension scheme, 25 days annual leave, life assurance and flexible family‑friendly benefits.
• Eligibility for the firm’s profit‑sharing plan, paid in December.