Assistant Manager - Private Client Tax Services

S&W; Newcastle upon Tyne; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is looking for a talented individual to join their Private Client Tax team in Newcastle. This exciting role involves managing compliance and providing tax advice while supervising staff and handling technical issues. The company, known for its expertise in accountancy, offers a supportive environment where you can thrive and develop your skills. With a commitment to diversity and inclusion, they provide a range of benefits including hybrid working options, private medical insurance, and funding for professional qualifications. If you're ready to make a difference in a dynamic team, this opportunity is perfect for you.

Benefits

Private Medical Insurance

Life Assurance

Pension Contributions

Generous Holiday Package

Funding for Professional Qualifications

Cycle to Work Scheme

Season Ticket Loan

Eye Care Support

Qualifications

• ATT qualification and knowledge of Private Client and Partnership Tax required.
• Strong IT skills with proficiency in Microsoft Office applications.

Responsibilities

• Prepare and review tax returns and manage HMRC enquiries.
• Supervise tax staff and assist with client work.

Skills

Private Client Tax Knowledge

Partnership Tax Knowledge

Microsoft Office Proficiency

Excellent Written Communication

Interpersonal Skills

Education

ATT Qualification

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

S&W Newcastle Upon Tyne, England, United Kingdom

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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 defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.

Job Description
What will you be doing?
We’re seeking a talented individual to join our Private Client Tax team in Newcastle, responsible for managing compliance and providing tax advice for a client allocation. You will supervise tax staff, assist with client work, and handle technical and administrative issues.

As an Assistant Manager, your responsibilities will include, among others:

• Preparing and reviewing tax returns
• Managing HMRC enquiries and drafting or reviewing HMRC correspondence
• Ensuring compliance work on clients, monitoring deadlines and elections
• Preparing complex tax computations and supervising simpler ones
• Providing reports for clients on ad hoc advisory matters
• Managing billing and budgets
• Sharing technical knowledge through internal training
• Meeting client deadlines and adhering to S&W procedures
• Assisting partners with fee quotes and business growth

Qualifications
To succeed in this role, you should have:

• ATT qualification
• Knowledge of Private Client and Partnership Tax, with some planning experience
• Strong IT skills, including proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Excellent written communication skills for drafting correspondence
• Good interpersonal skills for liaising with clients and staff

Desired
Additional preferred qualifications include:

• Experience in tax advisory
• Experience managing a small client portfolio

Additional Information
Benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working (role dependent)
• Generous holiday package and options to purchase more
• Shared parental leave
• Funding for professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available throughout the application process.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales