Partner Tax Assistant

S&W; London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

Join a forward-thinking accountancy firm as a Tax Assistant, where you'll play a vital role in preparing tax returns for partners and ensuring compliance with tax laws. This position offers the chance to work in a dynamic environment that values diversity and provides opportunities for professional growth. With a hybrid working model and a comprehensive benefits package, including private medical insurance and fully funded training, this role is perfect for those looking to advance their career in the financial services sector. Be part of a team that is dedicated to making a difference and helping clients thrive.

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

• Strong academic background or experience in tax preparation.
• Qualified Accountant or equivalent qualifications preferred.

Responsibilities

• Prepare partner and partnership tax returns ensuring compliance.
• Assist in annual review of partner tax reserving and adjustments.

Skills

Personal tax return preparation

Technical knowledge of private client tax

Planning and organizing skills

Client-focused approach

IT literacy

Education

Qualified Accountant (ACA/ACCA/CA/Equivalent)

Association of Taxation Technicians (ATT)

Chartered Institute of Taxation (CTA)

Tools

Tax return software

Excel

Word

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.

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

We are seeking a detail-oriented and efficient Tax Assistant to join the team looking after the firm's own partners. The role encompasses preparing partner and partnership tax returns, ensuring compliance with relevant tax laws and regulations, and assisting with all partner-related tax matters, including opportunities to draft advice to individual partners.

This role can be based in London or elsewhere in the UK, with the requirement to be in a Private Client Tax team office to collaborate with colleagues 2-3 times a week.

Responsibilities:

• Tasks related to completion of tax returns for individuals and LLPs including, but not limited to drafting returns to a high standard, prioritising and managing own workload, organisation of source data and preparing accurate and clear working papers;
• Highlighting technical points which require additional consideration by senior colleagues;
• Assisting in annual review of partner tax reserving and calculation of adjustments;
• Assist in preparation of partner tax payment instructions;
• Client administration to ensure all files are kept in good order and trackers are up to date;
• Ensuring all controls, such as review sheets are complied with and appropriately filed;
• Assisting with budgeting and billing process;
• Assisting in assessing risk, implementing controls and maintaining up-to-date procedure notes;
• Ad hoc projects as required for the group and for individual partners;

Qualifications:

• Strong relevant academic background or experience and/or Qualified Accountant (ACA/ACCA/CA/Equivalent) and/or Association of Taxation Technicians (ATT) / Chartered Institute of Taxation (CTA). Part qualified considered, depending on experience.

To be successful, you should:

• Have experience within Professional Services and/or Financial Services;
• Have personal tax return preparation experience – essential;
• Possess technical knowledge of private client tax, including income tax, capital gains tax and at least basic inheritance tax – essential;
• Knowledge of partnership tax desirable, but not essential if willing to develop in these areas and demonstrate ability to learn;
• Be IT literate, especially with tax return software, Excel, and Word;
• Be willing to learn and adapt to new legislation and practices;
• Have good planning and organizing skills to meet deadlines and process data properly;
• Be client-focused and a team player;

Additional Benefits:

• 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 value diversity and are committed to providing an inclusive environment. We make reasonable adjustments during the application process upon request.