Assistant Manager - Private Clients Tax (Trusts)

Assistant Manager - Private Clients Tax (Trusts)

• Full-time
• Office Location: London

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.

We are seeking a talented newly qualified team member to join our Private Tax team in London, which is responsible for delivering annual tax compliance and planning work for a wide-ranging portfolio of Trust 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 and supportive team.

As Trust Assistant Manager your responsibilities will include among others:

• Delivering high-quality service to a portfolio of Trust clients.
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns, and tax computations.
• Identifying possible planning opportunities.
• Preparation of reports for clients.
• Answering client ad-hoc questions and enquiries in respect of the trust tax affairs.

To be successful in this role, you should:

• Have the ability to manage workload in order to prioritise work to meet conflicting deadlines.
• Possess good written communication skills to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
• Have good inter-personal skills to liaise with clients and other staff members.
• Be able to meet deadlines and respond to client needs.
• Provide support and supervision to staff members below and support Directors above.

Education and Qualifications:

Experience and Skills:

• Experience gained within a professional services firm.
• Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
• Strong written and oral communication skills.
• Good inter-personal skills to liaise with clients and other staff members.

As a colleague here at S&W, you will have access to benefits that include:

• Private medical insurance.
• Life assurance.
• Pension contribution.
• 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 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 your needs throughout the application process. Please let your Recruiter know.