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Client:
SW Group
Location:
Guildford, United Kingdom
Job Category:
Customer Service
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EU work permit required:
Yes
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Job Reference:
7ffa3268206b
Job Views:
3
Posted:
10.05.2025
Expiry Date:
24.06.2025
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Job Description:
This role involves working as a Private Client Tax Assistant Manager in Guildford, focusing on a variety of clients including OMBs, HNWI, Partners in Partnerships, Non-Doms, and Sole Traders. The responsibilities include advisory and compliance work, preparing tax returns, managing client portfolios, identifying planning opportunities, and overseeing administration and billing.
The office is conveniently located within walking distance from the train station, with parking available nearby. The team is friendly, collaborative, and actively participates in charity, networking, and social events.
Key responsibilities:
* Preparing tax returns for a diverse portfolio of clients.
* Managing compliance, accounts, and tax computations.
* Identifying planning opportunities and preparing client reports.
* Managing WIP and client billing.
Qualifications and experience:
* Experience in a professional services firm.
* Strong knowledge of personal tax compliance and some exposure to planning/advisory work.
* ACA / ATT / CTA or equivalent qualification.
Additional benefits include:
* Competitive salary, private medical insurance, life assurance, pension contributions.
* Hybrid working model (role dependent), generous holiday package, and options to purchase additional holidays.
* Shared parental leave, fully funded professional training, cycle to work scheme, season ticket loan, and eye care support.
SW Group values diversity and is committed to creating an inclusive workplace. Reasonable adjustments are available during the application process upon request.
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