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- Tasks: Manage high-net-worth clients' tax planning and compliance while mentoring junior team members.
- Company: Join one of the UK's top 10 fastest-growing accountancy firms with a rich history since 1881.
- Benefits: Enjoy private medical insurance, generous holidays, and fully funded professional training.
- Why this job: Be part of a collaborative team that values diversity and offers impactful solutions for clients.
- Qualifications: Must have ATT, CTA, or equivalent qualification and experience in managing a private client tax portfolio.
- Other info: This hybrid role requires three days in the Cambridge office for teamwork and collaboration.
The predicted salary is between 43200 - 72000 £ per year.
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.
The Cambridge office is on an ambitious growth journey, and we need equally driven and ambitious people to join our Private Client Tax Team. We are seeking an experienced and driven Private Client Tax Manager to join our team. As a Tax Manager, you will be integral in delivering tax planning, compliance and advisory services tailored to the unique needs of a diverse and impressive high-net-worth client base. This is an exciting opportunity to join a collaborative and high performing team of tax professionals. This will be a hybrid role, with the requirement to be in the Cambridge office to collaborate with colleagues three times a week.
As a Tax Manager, your responsibilities will include:
- Manage and oversee a portfolio of high-net-worth private clients, ensuring the provision of tailored and strategic tax advice.
- Lead the preparation and review of self-assessment tax returns ensuring compliance with the latest tax updates.
- Provide advice on a broad range of tax matters, including income tax, capital gains tax and inheritance tax for individuals, families, trustees and partnerships.
- Collaborate closely with other teams to offer broad solutions to clients and address their complex needs.
- Build strong client relationships, identifying opportunities for additional services and client growth.
- Mentor and develop junior team members, fostering a culture of continuous learning and improvement.
To be successful in this role, you should:
- ATT, CTA, or equivalent professional qualification in accounting or taxation;
- Proven experience in managing a private client tax portfolio;
- Trust, partnership and experience with rural clients is preferable but not essential;
- Strong analytical skills with the ability to interpret complex tax laws and regulations;
- Excellent communication skills, both written and verbal, with the ability to explain technical concepts to clients;
- Client-focused approach with a commitment to delivering high-quality service;
- Ability to identify and develop new business opportunities;
- Adaptability to changing tax regulations and industry trends.
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 for your needs throughout the application process. Please let your Recruiter know.
Tax Manager - Private Client Tax Services employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager - Private Client Tax Services
✨Tip Number 1
Familiarise yourself with the latest tax regulations and updates relevant to high-net-worth individuals. This will not only help you in interviews but also demonstrate your commitment to staying informed in a constantly evolving field.
✨Tip Number 2
Network with professionals in the private client tax sector, especially those who work at S&W or similar firms. Attend industry events or webinars to build connections and gain insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed a private client tax portfolio in the past. Highlight your ability to provide tailored advice and build strong client relationships, as these are key aspects of the role.
✨Tip Number 4
Showcase your mentoring experience during discussions. As a Tax Manager, you'll be expected to develop junior team members, so sharing your approach to fostering a collaborative learning environment can set you apart from other candidates.
We think you need these skills to ace Tax Manager - Private Client Tax Services
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Tax Manager in Private Client Tax Services. Familiarise yourself with the specific skills and qualifications required, such as ATT or CTA qualifications, and experience managing a private client tax portfolio.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise your expertise in tax planning, compliance, and advisory services, particularly for high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax services and your understanding of the complexities involved. Mention specific experiences where you've successfully managed client portfolios or provided strategic tax advice.
Highlight Soft Skills: In your application, don't forget to mention your strong communication skills and client-focused approach. Provide examples of how you've built relationships with clients and mentored junior team members, as these are key aspects of the role.
How to prepare for a job interview at Evelyn Partners
✨Know Your Tax Regulations
Brush up on the latest tax laws and regulations relevant to private clients. Being able to discuss recent changes and how they impact high-net-worth individuals will show your expertise and commitment to staying informed.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Highlight your ability to identify client needs and offer tailored solutions, as this is crucial for the role.
✨Showcase Your Leadership Experience
As a Tax Manager, mentoring junior team members is key. Be ready to discuss your leadership style and provide examples of how you've successfully developed others in your previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-life scenarios. Think about complex tax situations you've navigated and be prepared to explain your thought process and the outcomes.
