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- Tasks: Manage a diverse portfolio of personal clients with complex tax affairs and provide expert tax planning.
- Company: Join one of the largest accountancy practices in a friendly, collaborative environment.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Make a real impact while developing your skills in a supportive and inclusive workplace.
- Qualifications: Significant experience in private client tax and strong communication skills required.
- Other info: Access to professional development and a commitment to diversity and inclusion.
The predicted salary is between 43200 - 72000 £ per year.
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, acting for a number of titled families.
Key responsibilities:
- 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.
- 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.
- Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
- Oversee compliance and fundamental advisory tasks completed by junior staff members.
- Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
- Developing the more junior team including providing timely feedback and assisting them with technical and personal development.
Essential requirements and qualifications:
- 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.
- You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
- Ability to demonstrate experience in tax planning/advisory projects as well as managing complex compliance issues.
- People management and organisational experience.
- 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 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, and 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.
Private Client Tax Senior Manager employer: SW Group
Contact Detail:
SW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, or even reach out to folks 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.
✨Show Off Your Skills
When you get the chance to meet potential employers, don’t be shy about showcasing your expertise. Bring along examples of your work or case studies that highlight your experience with complex tax issues. We want to see how you can add value to our team!
✨Prepare for the Interview
Do your homework before the interview! Research the company, understand their values, and be ready to discuss how your background aligns with their needs. We love candidates who are genuinely interested in what we do at S&W.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our fantastic team in the Private Client Tax environment.
We think you need these skills to ace Private Client Tax Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Client Tax Senior Manager role. Highlight your experience with HNWIs, tax planning, and compliance issues to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about private client tax and how your background makes you the perfect candidate for our team. Don’t forget to mention any relevant projects or achievements!
Showcase Your People Skills: Since this role involves managing junior staff and maintaining client relationships, make sure to highlight your people management experience. We want to see how you’ve developed others and built strong connections in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at SW Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of private client tax issues, especially around Landed Estates and HNWIs. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax planning or compliance issues.
✨Showcase Your People Skills
Since this role involves managing junior staff and maintaining client relationships, be prepared to share examples of how you've developed team members or built strong client connections. Highlight your ability to communicate complex tax matters clearly.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge and problem-solving skills. Think about potential capital gains and inheritance tax concerns you might face in the role, and be ready to discuss your approach to tackling these challenges.
✨Demonstrate Your Team Spirit
This company values a friendly team environment, so show your enthusiasm for collaboration. Share experiences where you've worked effectively within a team, especially in delivering client work or supporting colleagues in their development.
