Company Description
At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations. Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.
Job Description
Would you like to be part of a growing and ambitious Private Client team based in Tunbridge Wells, working across a variety of interesting and complex clients with the support of colleagues across the wider S&W business?
As an S&W Private Client Tax Senior Manager you will manage a portfolio of clients and their families (including HNWIs, entrepreneurs/business owners and internationally mobile individuals), working closely with Partners/Directors to deliver advisory and compliance services. The role will also include business development in respect of new and existing clients, and mentoring/developing team members.
Responsibilities
Managing a varied portfolio of personal clients with complex tax affairs including HNWIs, entrepreneurs, partnerships and trusts
Assisting Partners and Directors with, and when suitable, take the lead on tax planning initiatives like succession planning through trusts and corporate structures, as well as addressing capital gains and inheritance tax concerns
Liaising with other service lines to deliver work to clients, for example accounts & corporate tax work
Overseeing compliance and fundamental advisory tasks completed by junior staff members
Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work
Developing the more junior team including providing timely feedback and assisting them with technical and personal development
Skills and Experience
To be successful in this role, you should have
Significant experience and knowledge of a variety of private client tax issues gained within another professional services firm
Proven technical knowledge and capability to communicate complex messages to your client base
Ability to demonstrate experience in tax planning/advisory projects as well as managing complex compliance issues.
People management and organisational experience
Appetite to develop your business development skills
Qualifications
Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.
Benefits
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
Fully funded training towards professional qualifications
Cycle to work scheme
Season ticket loan
Eye care support
Additional Information
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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