Assistant Manager - Private Client Tax

S&W; Greater London; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

Join a leading accountancy firm as a Private Client Tax Assistant Manager, where you'll play a pivotal role in managing client portfolios and delivering exceptional tax compliance services. This position offers the chance to work with a variety of clients, from sole traders to high-net-worth individuals, in a friendly and collaborative environment. With a commitment to professional development and a range of employee benefits, this role is perfect for those looking to advance their career in tax advisory and compliance. Experience the satisfaction of making a real difference in clients' financial lives while enjoying a supportive workplace culture.

Benefits

Private Medical Insurance

Life Assurance

Pension Contributions

Generous Holiday Allowance

Cycle to Work Scheme

Season Ticket Loan

Eye Care Support

Fully Funded Professional Training

Shared Parental Leave

Qualifications

• Experience in a professional services firm is essential.
• Good knowledge of personal tax compliance and some advisory work preferred.

Responsibilities

• Prepare tax returns for a diverse portfolio of clients.
• Manage portfolio administration, compliance, and client billing.
• Identify planning opportunities and prepare client reports.

Skills

Personal Tax Compliance

Advisory Work

Client Management

Education

ACA

ATT

CTA

Job description

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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 committed to helping navigate challenges, unlock potential, and achieve the extraordinary.

Job Description

Would you like to be part of our Guildford Private Client Tax team, working on a variety of clients including OMBs, HNWI, Partners in Partnerships, Non-Doms, and Sole Traders? You will be involved in a mix of advisory and compliance work.

The office is within walking distance from the train station, with local parking, in a town offering many restaurants and shopping options. Our team participates in charity, networking, and social events and is known for being friendly and collaborative.

As a Private Client Tax Assistant Manager, you will be the primary contact for your portfolio of clients, working with colleagues to deliver annual tax compliance and identify planning opportunities.

Key Responsibilities:

• Preparation of tax returns for a portfolio of clients, including sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, and partnerships.
• Managing all aspects of portfolio administration, including compliance, accounts, tax returns, and computations.
• Identifying planning opportunities and preparing reports for clients.
• Managing WIP and client billing.

Qualifications and Experience:

• Experience in a professional services firm.
• Good knowledge of personal tax compliance, with some exposure to planning or advisory work preferred.
• ACA / ATT / CTA or equivalent qualification.

Additional Benefits:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working (role dependent)
• Generous holiday allowance and options to purchase additional days
• Shared parental leave
• Fully funded professional training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to an inclusive environment. We offer reasonable adjustments during the application process. Please inform your recruiter of any needs.