At a Glance
- Tasks: Manage a diverse portfolio of personal clients with complex tax affairs and provide expert advisory.
- Company: Join one of the UK's top 10 fastest-growing accountancy firms with a friendly team spirit.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Make a real impact in a dynamic environment while developing your skills and career.
- Qualifications: Significant experience in private client tax and strong communication skills required.
- Other info: Be part of a diverse workforce committed to inclusion and professional 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.
Job Description
Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with a 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.
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.
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.
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.
- Cycling 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.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Sales
Industries: Accounting
Location: Salisbury, England, United Kingdom
Private Client Tax Senior Manager in Salisbury 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 Salisbury
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to current employees at S&W. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your experience with complex tax issues and client management. Use real-life examples to demonstrate how you've tackled challenges in the past—this will show them you’re the right fit for their team.
✨Prepare for the Interview
Do your homework on S&W and the specific role you’re applying for. Understand their values and the types of clients they work with. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨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 you’re serious about joining S&W and ready to take the next step in your career.
We think you need these skills to ace Private Client Tax Senior Manager in Salisbury
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 managing complex 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 aligns with our values at S&W. 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 for a smoother application process. 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!
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, especially around Landed Estates and agricultural clients. 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 relationships with high-net-worth individuals, be prepared to demonstrate your ability to communicate complex tax matters clearly. Think of examples where you've built strong client relationships or mentored junior staff.
✨Prepare for Team Dynamics
S&W values teamwork, so think about how you can contribute to a friendly and collaborative environment. Have examples ready that showcase your experience working in teams, especially in a professional services context.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to tax planning and how they support their employees' development. This shows your genuine interest in the role and helps you assess if S&W is the right fit for you.