Manager - Private Client Tax Services

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

Job summary

An established industry player is seeking a talented Manager to join their private client tax team. This role involves providing tax advisory and compliance services to a diverse client portfolio, ensuring deadlines are met while maintaining high standards of service. You'll be responsible for client management, mentoring junior staff, and contributing to complex planning projects. With a commitment to professional growth and a supportive work environment, this position offers a unique opportunity to develop your skills and advance your career in a dynamic and fast-paced setting.

Benefits

Private medical insurance

Life assurance

Pension contribution

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

Qualifications

• Significant private client tax experience gained within professional services.
• Technically capable tax adviser able to assist in complex client work.
• Demonstrable experience of managing people.

Responsibilities

• Review tax returns and manage HMRC enquiries for compliance clients.
• Provide training and development for trainees and seniors.
• Ensure relevant client deadlines are met and procedures adhered to.

Skills

Private client tax experience

Tax advisory

Client management

Business development skills

Strong IT skills

Education

Relevant professional qualification (CTA and/or ACA)

Job description

2 days ago Be among the first 25 applicants

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.

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?

As a Manager you will be part of the private client tax team working on tax advisory and tax compliance services to a wide range of clients on your portfolio and assisting other.

Due to recent growth, we are looking for candidates to be based in either Manchester, Leeds or Harrogate, with the requirement to be in the office to collaborate with colleagues three times a week.

As a Manager, your responsibilities will include:

• Client work – This will include review tax returns, manage HMRC enquiries, day to day responsibility for compliance clients, monitor time limits and elections for compliance portfolio (i.e. manage Taxpoint), review HMRC correspondence of compliance and advisory nature, planning/advisory projects, assist Partners in more complex planning/advisory projects, contribute at client meetings, responsible for billing and monitoring budgets, delegates tasks and reviews work from trainees/seniors, maintain technical knowledge and ensure relevant client deadlines are met.
• Training and development – You will be required to attend internal training sessions, act as a coach for trainees/seniors, appraises trainees/seniors and present at technical training sessions
• Assisting other staff members to provide support to other staff members and partners on chargeable and non-chargeable work when required.
• Compliance – To ensure relevant client deadlines are met, ensuring procedures are adhered to and involved in some departmental administrative tasks.
  
  

Qualifications

To be successful in this role, you should:

• Significant private client tax experience gained within the professional services and or industry
• Technically capable tax adviser who is able to assist in complex client work
• Demonstrable experience of managing people
• Appetite to grow business development skills
• Strong IT skills
  
  

Professional Qualifications And Education

• Relevant professional qualification(s) (CTA and/or ACA
  
  

Key Competencies

• Must be able to plan workload in order to prioritise to meet conflicting deadlines and cope with pressure. Must be able to instruct others, delegate appropriately and control delegated work.
• Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner. Must have good inter-personal skills to be able to liaise with clients and other staff members.
• Meeting deadlines and responding to client needs.
• Provide link in chain to supervise staff members below and support Partners above.
• Maintain technical knowledge. Need to be able to understand issues, spot potential problems and provide solutions.
  
  

Additional Information

As a colleague here at S&W you will have access to benefits that include

• 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 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

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting

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