Senior Manager Private Client Tax
Company: SW Group
Location: Wells, United Kingdom
Type: Permanent
Posted on: 2025-08-30
Job Type: Full time
Salary: Competitive
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
As a Private Client Tax Senior Manager you will work with all Assistant Managers, Managers and Directors in the team across their portfolio and benefit from a diverse range of people to support and collaborate with. Your client portfolios will consist of a mixture of private clients with both established and growing wealth, with a focus on private equity executives and their families. Nicola MacAulay, our Director in Private Client Tax in the Royal Tunbridge Wells office, has recorded an audio clip discussing the team and its ambitions.
Key Responsibilities
* You will take responsibility for delivering work to clients in line with agreed timelines and budgets.
* Manage the relationship with clients with the aim of developing new business from your current client base and beyond.
* Lead and mentor junior team members, providing guidance and support.
* Liaise with other service lines to deliver work to clients, for example: Accounts & Corporate Tax.
* Maintain strong relationships with clients delivering comprehensive tax strategies and solutions, and support senior team members to identify opportunities for new work.
* Develop the more junior team including providing timely feedback and assisting them with technical and personal development.
Qualifications
* Essential requirements and qualifications:
* Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.
* Significant experience in a professional services firm with knowledge of private client tax issues, including complex capital gains tax and inheritance tax matters.
* Proven technical knowledge and ability to communicate complex messages to clients, with the ability to ask the right questions to deliver tax planning and advisory projects.
* Proven expertise in developing new business into profitable long-term client relationships.
* People management and organizational experience.
Additional Information
As a colleague at S&W you will have access to benefits that include:
* 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
We are proud to value the differences that a diverse workforce brings. At S&W we have a wide range of employee resource groups and are delivering diversity, equity and inclusion initiatives across the organisation. We are committed to providing a workplace where all colleagues feel respected, can achieve their full potential, and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
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