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For Companies At a Glance
- Tasks: Manage a diverse portfolio of private clients and lead tax planning initiatives.
- 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: Make a real impact while mentoring junior team members in a supportive environment.
- Qualifications: Qualified Chartered Accountant/Tax Adviser with experience in private client tax issues.
- Other info: Embrace diversity and inclusion in a dynamic workplace with excellent career growth.
The predicted salary is between 36000 - 60000 £ per year.
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 be part of a growing and ambitious Private Client team based in Tunbridge Wells, working across a variety of interesting and complex clients with the support of colleagues across the wider S&W business? As an S&W Private Client Tax Senior Manager you will manage a portfolio of clients and their families (including HNWIs, entrepreneurs/business owners and internationally mobile individuals), working closely with Partners/Directors to deliver advisory and compliance services. The role will also include business development in respect of new and existing clients, and mentoring/developing team members.
Responsibilities
- Managing a varied portfolio of personal clients with complex tax affairs including HNWIs, entrepreneurs, partnerships and trusts
- Assisting 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
- Overseeing 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
Skills and Experience
To be successful in this role, you should have:
- Significant experience and knowledge of a variety of private client tax issues gained within another professional services firm
- Proven technical knowledge and capability to communicate complex messages to your client base
- Ability to demonstrate experience in tax planning/advisory projects as well as managing complex compliance issues
- People management and organisational experience
- Appetite to develop your business development skills
Qualifications
Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.
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
Additional Information
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 in Royal Tunbridge Wells employer: S&W
Contact Detail:
S&W Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax - Senior Manager in Royal Tunbridge Wells
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like 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.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. We want you to shine, so practice common interview questions and think about how your experience fits the role of a Private Client Tax Senior Manager.
✨Tip Number 3
Showcase your expertise! During interviews, be ready to discuss specific tax planning projects you've worked on. We love hearing about real-life examples that demonstrate your skills and how you’ve tackled complex compliance issues.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals who want to make a difference in the world of private client tax.
We think you need these skills to ace Private Client Tax - Senior Manager in Royal Tunbridge Wells
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Senior Manager role. Highlight your experience with HNWIs and complex tax issues, as this will show us you understand what we're looking for.
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 a perfect fit for our team. Don’t forget to mention any business development experience!
Showcase Your People Skills: Since this role involves mentoring junior staff and managing client relationships, make sure to highlight your people management experience. We want to see how you’ve developed others and built strong client 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’re considered for the role. Plus, it shows us you’re keen on joining our ambitious team!
How to prepare for a job interview at S&W
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of private client tax issues. Be ready to discuss complex topics like capital gains and inheritance tax, as well as your experience with tax planning initiatives. This will show that you’re not just familiar with the basics but can handle the intricacies of the role.
✨Showcase Your People Skills
As a Senior Manager, you'll be mentoring junior staff and managing client relationships. Prepare examples of how you've successfully developed team members or built strong client connections in the past. This will demonstrate your leadership abilities and your commitment to fostering a collaborative environment.
✨Business Development Mindset
S&W values business development, so think about how you can contribute to this area. Come up with ideas for attracting new clients or expanding services for existing ones. Showing that you have a proactive approach to business growth will set you apart from other candidates.
✨Practice Your Communication Skills
You’ll need to communicate complex tax messages clearly to clients. Practice explaining intricate tax concepts in simple terms. This will not only help you in the interview but also in your future role, ensuring clients feel informed and confident in your expertise.
