Join to apply for the Assistant Manager - Private Clients Tax role at S&W
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Join to apply for the Assistant Manager - Private Clients Tax role at S&W
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
We are seeking a talented newly qualified team member to join our Private Tax team in Salisbury, responsible for delivering annual tax compliance work for a diverse portfolio of clients.
As an Assistant Manager, you will be part of the delivery team handling client compliance, planning work, routine checks, and practice development. This role offers a great opportunity for a newly qualified tax professional to grow within a dynamic team.
Responsibilities include:
* Managing a portfolio of clients, including sole traders, partners, HNWIs, non-UK residents, partnerships, and trusts.
* Overseeing compliance tasks such as accounts, tax returns, and computations.
* Identifying planning opportunities.
* Preparing client reports.
* Participating in client meetings.
* Responding to client inquiries regarding personal tax affairs.
Qualifications
Ideal candidates will have:
* Experience within a professional services firm.
* Knowledge of private client tax issues, including capital gains, inheritance tax, and trusts.
* Experience meeting deadlines for compliance and advisory projects.
* Self-motivation, organization, willingness to learn, and team spirit.
* Potential experience in people management.
Professional Qualifications and Education
* Newly Qualified Chartered Accountant and/or Chartered Tax Adviser.
Additional Benefits
* Competitive salary
* Private medical insurance
* Life assurance
* Pension scheme
* Hybrid working (role dependent)
* Generous holiday allowance, with options to purchase extra
* Shared parental leave
* Fully funded professional training
* Cycle to work scheme
* Season ticket loan
* Eye care support
We value diversity and are committed to creating an inclusive environment where all colleagues can thrive. We offer reasonable adjustments during the application process. Please inform your Recruiter of any needs.
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