Private Client Tax Assistant Manager

TN United Kingdom; Leeds; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading firm is seeking an Assistant Manager for their Private Client Services team in Leeds. You will provide tailored tax advice to high net worth clients and collaborate with senior leaders. This hybrid role offers opportunities for professional growth and client relationship building within a supportive environment.

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 and deadlines.
• Ability to manage workloads and prioritize tasks.

Responsibilities

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

Skills

Communication

Tax Compliance

Workload Management

Education

ACA

CTA

Job description

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Client:

SW Group

Location:

Leeds, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

6a77f8ad4387

Job Views:

3

Posted:

14.05.2025

Expiry Date:

28.06.2025

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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 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
• 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 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, prioritise 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 workplace where all colleagues can thrive. We provide reasonable adjustments throughout the application process. Please inform your Recruiter of any needs.