Private Client Tax Associate

S&W Group; Salisbury; Hybrid; GBP 32,000 - 48,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Additional holiday option

Shared parental leave

Fully funded training

Cycle to work scheme

Season ticket loan

Eye care support

Job summary

S&W in Salisbury is seeking a Private Client Tax Associate to join our Private Client Tax Services team. You will support individuals and trusts with tax compliance, liaising with HMRC, and helping to deliver tax planning and advisory services to a diverse client base.

This role provides exposure to high‑net‑worth clients, ongoing professional qualification support, and a culture of advice, collaboration and opportunity within a fast‑growing UK firm.

Qualifications

• ACA and/or CTA part-qualified or looking to qualify
• Minimum 2:2 degree in any discipline
• GCSE: English Language and Maths (minimum)

Responsibilities

• Prepare tax returns for clients and support tax advice delivery
• Assist Managers with tax planning and advisory services for private clients
• Build and maintain strong client relationships through excellent service and communication
• Stay updated on UK tax legislation changes

Education

ACA/CTA part-qualified

2:2 degree or better

GCSE English and Maths

Job 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

What will you be doing?

Our Private Client Tax Services team helps individuals from all walks of life with their tax issues. With over 6,000 private tax clients and 1,500 trusts, our team’s client base is incredibly diverse, including high-net-worth families and individuals, as well as entrepreneurs, business owners and family businesses.

You will be joining a team that supports clients to meet their tax compliance obligations and liaises with HMRC on their behalf. This can include preparing their tax returns, repayment claims, computations, accounts and dealing with any correspondence from HMRC.

We are seeking a talented individual to join our tax team, in the Salisbury office, which is responsible for providing tax and audit services to individuals and businesses, as well as corporate finance and restructuring & recovery.

If you see yourself in an environment with an exciting and varied career journey where you are given the opportunity to perform and develop in one a fast-paced and growing tax practice, the S&W tax department might be exactly what you're looking for.

As a Private Client Tax Associate, your responsibilities will include:

• Preparing tax returns for clients and supporting in the provision of tax advice by undertaking tasks allocated to you
• Assisting Managers withtax planning and advisory services to private clients, addressing their unique tax situation
• Build and maintain strong client relationships through exceptional service and communication.
• Stay updated on tax legislation changes in the UK

Qualifications

To be successful in this role, you should have

• ACA and/or CTA part-qualified, or looking to qualify
• Have obtained or be predicted a minimum 2:2 degree, in any discipline
• GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively

Additional Information

As a colleague here at S&W you will have access to benefits that include

• 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

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.