Senior Manager - Private Client Tax Services

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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

Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment? The office is a 13 minute walk from Salisbury Train station and is situated in the centre of a lovely market town.

You will be joining a team with a diverse portfolio with some complex issues to navigate. Known for its Landed Estates and rural businesses specialism, the team acts for a number of titled families.

Please listen to Tom Warner, an Associate Director in the team, here describe his journey so far and why S&W has been a fantastic place to work.

Key responsibilities:

1. You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships, and Trusts.
2. You will assist Partners and Directors with, and when suitable, take the lead on tax planning initiatives like succession planning through trusts and corporate structures, as well as addressing capital gains and inheritance tax concerns.
3. Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
4. Oversee compliance and fundamental advisory tasks completed by junior staff members.
5. Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
6. Developing the more junior team including providing timely feedback and assisting them with technical and personal development.

Qualifications

Essential requirements and qualifications

1. You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues.
2. You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
3. Ability to demonstrate experience in tax planning/advisory projects as well as managing complex compliance issues.
4. People management and organisational experience.
5. Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.

Additional Information

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

1. Competitive salary
2. Private medical insurance
3. Life assurance
4. Pension contribution
5. Hybrid working model (role dependent)
6. Generous holiday package
7. Option to purchase additional holiday
8. Shared parental leave
9. Fully funded training towards professional qualifications
10. Cycle to work scheme
11. Season ticket loan
12. 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 for your needs throughout the application process. Please let your Recruiter know.