Private Client Tax - Senior Manager

S&W; Leeds; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading accountancy firm in the UK seeks a Senior Manager to oversee a portfolio of clients, focusing on personal tax planning and offshore projects. The role requires strong expertise in private client tax issues and offers a hybrid working environment with competitive benefits.

Benefits

Private Medical Insurance

Life Assurance

Pension

Generous Holiday

Professional Training

Qualifications

• Significant experience in a professional services firm.
• Strong knowledge of private client tax issues.

Responsibilities

• Manage a portfolio of complex personal clients.
• Lead tax planning projects on non-domicile issues.
• Mentor junior staff and support their development.

Skills

Client Service

Tax Planning

People Management

Organizational Skills

Education

Chartered Accountant

Chartered Tax Adviser

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.

Job Description
What will you be doing?
As a Senior Manager, you will manage your own portfolio of clients and work with senior staff on consultancy and advisory personal tax planning and offshore projects.
Due to recent growth, we are looking for candidates based in Manchester, Leeds, or Harrogate, with a requirement to be in the office three times a week for collaboration.

Your responsibilities will include:

• Delivering excellent client service by maintaining relationships
• Managing a portfolio of complex personal clients, including non-UK domiciled individuals, HNWIs, and trusts
• Meeting client and compliance deadlines, monitoring time limits and elections
• Leading tax planning projects on non-domicile issues, trusts, capital gains, and inheritance tax
• Managing HMRC enquiries and disclosures
• Billing and budget monitoring
• Mentoring junior staff and supporting their development
• Engaging in business development activities

Qualifications
To succeed, you should have:

• Significant experience in a professional services firm
• Strong knowledge of private client tax issues, especially non-domiciled individuals and complex tax matters
• Experience delivering tax planning projects
• Experience managing compliance issues
• People management and organizational skills

Professional Qualifications
Qualified Chartered Accountant and/or Chartered Tax Adviser

Key Competencies
Ability to prioritize workload, communicate effectively, supervise staff, maintain technical knowledge, and develop client relationships.

Additional Benefits
Including competitive salary, private medical insurance, life assurance, pension, hybrid working, generous holiday, professional training, and more.

We value diversity and are committed to an inclusive environment. Reasonable adjustments are available during the application process.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Accounting