Assistant Manager - Private Clients Tax (Trusts)

S&W; London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

An established industry player seeks a talented newly qualified professional to join their Private Tax team in London. This exciting role as an Assistant Manager offers the chance to work on client compliance and planning for a diverse portfolio of Trust clients. You will deliver high-quality services, manage portfolio administration, and identify planning opportunities in a supportive environment. With opportunities for professional growth and a commitment to diversity, this position is perfect for those looking to advance their careers in a dynamic and inclusive setting.

Benefits

Private Medical Insurance

Life Assurance

Pension Scheme

Generous Holiday Allowance

Cycle to Work Scheme

Season Ticket Loan

Eye Care Support

Fully Funded Professional Training

Qualifications

• Manage workload effectively to meet deadlines.
• Strong written communication skills for drafting correspondence.

Responsibilities

• Deliver high-quality service to a portfolio of Trust clients.
• Manage all aspects of portfolio administration including compliance.

Skills

Personal Tax Compliance

Client Communication

Interpersonal Skills

Deadline Management

Education

ACA/CTA/STEP or equivalent qualification

Job description

Assistant Manager - Private Clients Tax (Trusts)

Be among the first 25 applicants - 6 days ago

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. Our purpose is to help navigate challenges, unlock potential, and achieve the extraordinary.

Job Description
We are seeking a talented newly qualified team member to join our Private Tax team in London. The team is responsible for delivering annual tax compliance and planning work for a diverse portfolio of Trust clients.

As an Assistant Manager, you will be part of the delivery team working on client compliance, planning, routine checks, and practice development. This role offers a fantastic opportunity for a newly qualified tax professional to build their career in a growing and supportive environment.

Opportunities are available in the following locations:

• Cambridge
• Guildford
• Leeds / Harrogate
• London
• Newcastle
• Salisbury

Responsibilities include, but are not limited to:

• Delivering high-quality service to a portfolio of Trust clients
• Managing all aspects of portfolio administration including compliance, accounts, tax returns, and computations
• Identifying potential planning opportunities
• Preparing reports for clients
• Responding to client inquiries regarding trust tax affairs

Qualifications

To be successful, you should:

• Manage workload effectively to meet deadlines
• Possess strong written communication skills for drafting correspondence with clients and HMRC
• Have good interpersonal skills to liaise with clients and colleagues
• Be able to meet deadlines and respond promptly to client needs
• Support and supervise junior staff and assist Directors

Education and Qualifications:

• ACA/CTA/STEP or equivalent qualification (preferred)

Experience and Skills:

• Experience within a professional services firm
• Knowledge of personal tax compliance, with some exposure to planning/advisory work
• Excellent written and oral communication skills
• Strong interpersonal skills for effective liaising

Additional Benefits:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension scheme
• Hybrid working (role dependent)
• Generous holiday allowance plus 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 creating an inclusive environment. Reasonable adjustments are available throughout the application process—please inform your recruiter if needed.

Seniorities and Employment Type

• Entry level

• Full-time

Job Function

• Finance and Sales