Assistant Manager - Private Clients Tax

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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, which is responsible for delivering annual tax compliance work for a wide-ranging portfolio of clients.

As an Assistant Manager, you will be part of the delivery team that works on client compliance and client planning work as well as yearly routine checks and practice development. This is a fantastic opportunity for a newly qualified tax professional to build their career in a growing team.

As an Assistant Manager, your responsibilities will include:

• Managing a portfolio of clients which may include sole traders, partners, HNWIs, non-UK residents, partnerships, and trusts.
• Ensuring administration of the portfolio is completed, including all aspects of compliance, accounts, tax returns, and tax computations.
• Identifying possible planning opportunities.
• Preparing reports for clients.
• Attending client meetings.
• Answering client ad-hoc questions and enquiries regarding their personal tax affairs.

Qualifications

To be successful in this role, you should have:

• Relevant experience gained within a professional services firm.
• Sound knowledge of private client tax issues, including capital gains tax, inheritance tax matters, and a strong understanding of trusts.
• Experience meeting deadlines for compliance and ad-hoc advisory projects.
• Self-driven, organized, and willing to continue learning while being a team player.
• Potential experience in people management.

Professional Qualifications and Education

• Newly Qualified Chartered Accountant and/or Chartered Tax Adviser.

Additional Information

As a colleague here 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, 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 organization. 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 your needs throughout the application process. Please let your Recruiter know.