Private Client Tax Assistant Manager

Evelyn Partners PS; Forty Green; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking talented Assistant Managers for their Private Client Services team. This role offers the chance to deliver tailored tax advice to high net worth families, working alongside senior leaders and building direct client relationships. With a focus on professional development and collaboration, you will gain experience across various segments while contributing to strategic discussions and business development efforts. Join a dynamic team that values diversity and inclusion, providing the opportunity to grow within a market-leading firm dedicated to making a difference.

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

• Experience in a professional services or accountancy firm, ideally in private client tax.
• Strong understanding of personal tax compliance and meeting deadlines.

Responsibilities

• Deliver high-quality advisory and compliance support to clients.
• Build and maintain relationships with senior management and clients.
• Identify tax planning opportunities and prepare client reports.

Skills

Personal Tax Compliance

Client Relationship Management

Tax Planning

Written Communication

Workload Management

Education

ACA

CTA

Equivalent Qualification

Job description

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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

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 your 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 multiple locations. 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.

Opportunities are currently available in the following locations:

• Beaconsfield
• Birmingham
• Bristol
• Cambridge
• Guildford
• Leeds
• London
• Manchester
• Newcastle
• Salisbury
• Southampton

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

• 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 progress your professional qualifications.
• Contributing to business development efforts, including local networking and brand-building opportunities.

Qualifications

To be successful in this role, you should

• Experience within a professional services or accountancy firm, ideally in a private client tax environment.
• Strong understanding of personal tax compliance and the ability to meet deadlines while responding effectively to client needs.
• Proven ability to manage workloads, prioritise tasks, and perform under pressure in a deadline-driven environment.
• Clear and confident written communication skills, with the ability to explain technical issues in a client-friendly way.
• 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 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.