Assistant Manager, Private Client Business
Licensed sponsor London, England, United Kingdom Full-time Posted 56 minutes ago
The role
This position will be based within the Private Client Business Group which provides a wide range of lead advisory, accounting services and audit to private clients and their businesses. The successful candidate will predominantly support partners and directors with the team’s growing body of private client advisory services. 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.
The Responsibilities
The Private Client Business staff and partners advise businesses ranging from large corporations to small family companies, the majority of which are owned by wealthy individuals. A proportion of the group’s work relates to large, landed estates and their associated operating structures, including trusts and general partnerships. We also work closely with entrepreneurs and their fast growing - businesses, providing compliance and advisory services for both.
You
The firm will provide training and support to help develop the successful candidate’s specialist knowledge and capabilities. There would be an opportunity to study towards the CTA or STEP qualification. Training and study leave for such exams would be provided.
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, collaborative, progressive and responsible, Saffery is where Potential meets Personal.
This position will be based within the Private Client Business Group which provides a wide range of lead advisory, accounting services and audit to private clients and their businesses. The successful candidate will predominantly support partners and directors with the team’s growing body of private client advisory services. 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.
The Responsibilities
- Providing value-added service to clients taking into account their complete structure, being companies, trusts and partnerships and how these interact to achieve the family’s goals.
- Providing services akin to a private office role to large families, such as forecasting cashflow needs.
- Taking a lead role dealing directly with the client and supporting the Engagement Partner.
- Liaising with client teams (i.e. CT/personal tax/payroll) 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 business valuation space.
The Private Client Business staff and partners advise businesses ranging from large corporations to small family companies, the majority of which are owned by wealthy individuals. A proportion of the group’s work relates to large, landed estates and their associated operating structures, including trusts and general partnerships. We also work closely with entrepreneurs and their fast growing - businesses, providing compliance and advisory services for both.
You
- Candidates will hold an ACA/ACCA qualification and either the CTA or an interest in developing their tax knowledge further.
- Possess experience with trust structures and key aspects of these.
- Experience in managing a portfolio of small to large clients.
- The successful applicant will be enthusiastic and technically capable, with excellent interpersonal and organisational skills.
- The position will require a high level of capability and commitment, with the ability to manage multiple deadlines across a portfolio of clients for multiple partners.
- Candidates should be self-motivated, display a positive approach and be proactive in terms of finding solutions to the client’s issues.
- Hold the confidence and professionalism to establish credibility at all levels, be commercially minded and have a clear perception of client requirements.
The firm will provide training and support to help develop the successful candidate’s specialist knowledge and capabilities. There would be an opportunity to study towards the CTA or STEP qualification. Training and study leave for such exams would be provided.
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, collaborative, progressive and responsible, Saffery is where Potential meets Personal.