Private Client Tax - Assistant Manager

SW Group; Southampton; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

SW Group is seeking an Assistant Manager for their Private Client Tax Services team in Southampton. This hybrid position involves delivering tax advice to high net worth families, supporting client relationships, and providing compliance support. Candidates should have experience in private client tax environments and relevant qualifications, with opportunities for professional development and a competitive benefits package.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Cycle to work scheme

Fully funded training towards professional qualifications

Qualifications

• Experience in a professional services or accountancy firm, ideally in private client tax.
• Ability to manage workloads and meet deadlines.
• Clear written communication skills, able to explain technical issues.

Responsibilities

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

Skills

Personal tax compliance

Client relationship management

Communication skills

Education

ACA, CTA, or equivalent qualification

Job description

Social network you want to login/join with:

Private Client Tax - Assistant Manager, Southampton

col-narrow-left

Client:

SW Group

Location:

Southampton, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

e2c7eca27cca

Job Views:

12

Posted:

22.06.2025

Expiry Date:

06.08.2025

col-wide

Job Description:

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 our Southampton 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 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.