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- Tasks: Support high-net-worth clients with tax compliance and planning while liaising with HMRC.
- Company: Join one of the UK's top 10 fastest-growing accountancy firms.
- Benefits: Enjoy competitive salary, private medical insurance, and generous holiday package.
- Why this job: Be part of a collaborative team making a real impact in tax advisory services.
- Qualifications: GCSE Grade 5 in English and Maths; commitment to professional development required.
- Other info: Hybrid working model with strong focus on diversity and inclusion.
The predicted salary is between 28800 - 48000 £ per year.
businesses.You will be joining a team that supports clients to meet their tax compliance obligations, liaises with HMRC on their behalf and provides advice to assist with their short and long-term needs and objectives. This can include preparing their tax returns, repayment claims, computations, accounts, advice and dealing with any correspondence from HMRC.
Overview
The Cambridge office is on an ambitious growth journey, and we need equally driven and ambitious people to join our Private Client Tax Team. As an Associate, you will be integral in supporting the delivery of 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.
Responsibilities
- Working with Tax Managers, Directors and Partners overseeing a portfolio of high-net-worth private clients
- Preparation of self-assessment tax returns ensuring compliance with the latest tax updates
- Supporting the senior team in providing 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 across Cambridge and the national office network
- Help the team to foster strong client relationships, supporting on identifying opportunities for additional services and client growth
- We foster a culture of continuous learning and improvement and full training support will be given
- Be committed to developing a career in a professional tax environment perhaps including study towards a tax qualification such as ATT
- GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively
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. Introduction to the Private Client Tax team at S&W Our Private Client Tax Services team helps individuals from all walks of life with their tax issues. With over 6,000 private tax clients and 1,500 trusts, our team\’s client base is incredibly diverse, including high-net-worth families and individuals, as well as entrepreneurs, business owners and family
Benefits
- 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 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.
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Associate, Private Client Tax employer: SW Group
Contact Detail:
SW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Private Client Tax
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Ace the Interview
Prepare for your interviews by researching common questions and practicing your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses. Show them your passion for tax compliance and how you can contribute to their ambitious growth journey!
✨Showcase Your Skills
Bring your A-game by showcasing your skills and experiences that align with the role. Whether it’s through a portfolio or examples from past work, let them see how you can support their high-net-worth clients and contribute to the team’s success. We want to see your unique flair!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to engage directly with us. Let’s make this happen together!
We think you need these skills to ace Associate, Private Client Tax
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Associate, Private Client Tax role. Highlight any relevant tax compliance or advisory experience, and don’t forget to mention your ability to work collaboratively in a team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our Private Client Tax Team and how your background makes you a great fit. Be genuine and let your personality come through!
Showcase Your Commitment to Learning: We value continuous learning at StudySmarter, so if you’re pursuing or planning to pursue a tax qualification like ATT, make sure to mention it! This shows us you’re serious about developing your career in tax.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for the role!
How to prepare for a job interview at SW Group
✨Know Your Tax Basics
Brush up on the fundamentals of income tax, capital gains tax, and inheritance tax. Being able to discuss these topics confidently will show your understanding of the role and impress the interviewers.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built strong relationships with clients in the past. Highlighting your ability to identify client needs and suggest additional services will resonate well with the team’s focus on client growth.
✨Familiarise Yourself with HMRC Processes
Understanding how to liaise with HMRC is crucial for this role. Research common compliance issues and be ready to discuss how you would handle correspondence or queries from HMRC on behalf of clients.
✨Emphasise Your Commitment to Learning
Since the company values continuous learning, express your enthusiasm for professional development. Mention any plans for pursuing qualifications like ATT and how you see this role as a stepping stone in your career.