Assistant Manager - Private Client Tax

TN United Kingdom; Guildford; On-site; GBP 30,000 - 60,000; Full time

Job summary

Join a dynamic Private Client Tax team in Guildford, working with a diverse client portfolio including sole traders and high-net-worth individuals. This role offers a blend of advisory and compliance work, allowing you to leverage your expertise in personal tax compliance. You'll be the first point of contact for clients, preparing tax returns and identifying planning opportunities. The team values collaboration and community involvement, providing a supportive environment for professional growth. With a hybrid working model and a range of employee benefits, this position is ideal for those looking to make a significant impact in a friendly and innovative workplace.

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Option to Purchase Additional Holiday

Shared Parental Leave

Fully Funded Training

Cycle to Work Scheme

Season Ticket Loan

Eye Care Support

Qualifications

• Experience in a professional services firm is essential.
• Good knowledge of personal tax compliance is required.

Responsibilities

• Prepare tax returns for various client types including sole traders and partnerships.
• Manage client billing and ensure compliance administration.

Skills

Personal Tax Compliance

Advisory Work

Client Management

Education

ACA

ATT

CTA

Job description

Client:

Location:

Guildford, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

921ac74c40e3

Job Views:

4

Posted:

02.04.2025

Expiry Date:

17.05.2025

Job Description:

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

The office is within walking distance from the train station, with local parking and a nice town that offers plenty of restaurants and shopping centers. The team gets involved in charity, networking, and social events and is a friendly collaborative team.

As a Private Client Tax Assistant Manager, you will be the first point of contact for your portfolio of clients and will work in liaison with your colleagues to deliver annual tax compliance work 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.
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns, and tax computations.
• Identification of planning opportunities and preparation of reports for clients.
• Management of WIP and client billing.

Qualifications:

• Experience gained within a professional services firm.
• Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
• ACA / ATT / CTA or equivalent qualification.

Additional Information:

• 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 organization. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.

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