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.

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 Trust Assistant Manager your responsibilities will include:

• 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 possibilities
• 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
• Have good inter-personal skills to liaise with clients and other staff members
• Provide support to supervise 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

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.