Private Client Tax - Assistant Manager

SW Group; Beaconsfield; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading company in Private Client Services is seeking Assistant Managers to provide specialized tax advice to high net worth families. This hybrid role offers early exposure to client relationships and a chance to build a career in a collaborative team focused on delivering value.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Fully funded training towards professional qualifications

Qualifications

• Experience in a professional services or accountancy firm.
• Understanding of personal tax compliance.
• Ability to manage workloads and prioritize tasks.

Responsibilities

• Delivering advisory and compliance support for clients.
• Building relationships with clients and senior management.
• Identifying tax planning opportunities.

Skills

Tax compliance

Client relationship management

Communication skills

Education

ACA, CTA, or equivalent qualification

Job description

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Client:

SW Group

Location:

Beaconsfield, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

dfd4d7e605b3

Job Views:

4

Posted:

29.05.2025

Expiry Date:

13.07.2025

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Job Description:

We’re seeking talented Assistant Managers to join our Private Client Services team, delivering tailored, commercial tax advice to high net worth and ultra-high net worth families with complex UK and international affairs.

You’ll work closely with senior leaders, partners, and directors across our national business, with early opportunities to build direct client relationships and attend meetings alongside their advisors.

Our international Private Client Tax Services (PCTS) team supports clients across four key segments:

• Entrepreneurs & Private Business
• Family Office and Established Wealth
• International
• Landed Estates

You’ll gain experience across all areas, with the opportunity to specialise as you progress – making this an excellent career move for those looking to grow within a market-leading, collaborative, and client-focused team.

As part of our growth plans, we’re hiring in our Beaconsfield office. These hybrid roles require in-office collaboration with our Private Client Tax team three days a week to support connection, development, and high-impact work.

As a Private Client Tax Services Assistant Manager, your responsibilities will include:

• Delivering high-quality advisory and compliance support to a portfolio of clients across our four key segments.
• Building and maintaining relationships with senior management, clients, and their advisors.
• Identifying tax planning opportunities, preparing client reports, and responding to ad-hoc personal tax queries.
• Supporting client meetings and contributing to strategic discussions that add value to the client relationship.
• Maintaining a sharp commercial focus by assisting with financial performance monitoring—revenue, billing, and cash collection.
• Ensuring compliance with S&W tax cycle procedures, including maintaining accurate client data and billing records.
• Engaging in internal training and progressing your professional qualifications.
• Contributing to business development efforts, including local networking and brand-building opportunities.

Qualifications

To be successful in this role, you should

• Have experience within a professional services or accountancy firm, ideally in a private client tax environment.
• Have a strong understanding of personal tax compliance and the ability to meet deadlines while responding effectively to client needs.
• Prove ability to manage workloads, prioritize tasks, and perform under pressure in a deadline-driven environment.
• Possess clear and confident written communication skills, with the ability to explain technical issues in a client-friendly way.
• Hold an ACA, CTA, or equivalent qualification.

Desired

• Exposure to personal tax planning or advisory work alongside compliance responsibilities.
• Experience supervising junior team members and supporting senior colleagues across engagements.
• Willingness to engage in professional development and contribute to a high-performing, collaborative team culture.

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 value diversity and are committed to an inclusive environment. We welcome applications from all qualified candidates and are happy to make reasonable adjustments to support your application process.