Private Client Tax Senior Manager

S&W Group; Salisbury; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Fully funded training towards PROFESSI

Job summary

S&W Group in Salisbury seeks an experienced Private Client Tax professional to join a leading UK firm. You will manage a portfolio of private clients with complex tax affairs, including landed estates and trusts, while supporting Partners on planning initiatives.

The role emphasizes advisory work, client liaison and developing junior staff, with opportunities for leadership within a collaborative Private Client Tax team.

Qualifications

• Significant experience in private client tax within a professional services firm.
• Ability to communicate complex tax messages clearly to clients.
• Experience in tax planning/advisory projects and managing compliance.
• People management and organisational experience.
• Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

Responsibilities

• Manage a portfolio of personal clients with complex tax affairs, including HNWIs, landed estates and trusts.
• Assist Partners and Directors with tax planning initiatives and lead on occasions.
• Liaise with other service lines to deliver accounts and corporate tax work.
• Oversee compliance and advisory tasks performed by junior staff.
• Maintain strong client relationships and identify opportunities for new work.
• Develop junior team members through timely feedback and development support.

Skills

Tax planning/advisory experience

People management

Communication skills

CA/CTA qualification

Education

Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA)

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

Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment. The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town.

You will be joining a team with a diverse portfolio with some complex issues to navigate. Known for its Landed Estates and rural businesses specialism the team act for a number of titled families.

Please listen to Tom Warner an Associate Director in the team here describe his journey so far and why S&W has been a fantastic place to work.

Key responsibilities:

• You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts
• You will assist Partners and Directors with, and when suitable, take the lead on tax planning initiatives like succession planning through trusts and corporate structures, as well as addressing capital gains and inheritance tax concerns
• Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work
• Oversee compliance and fundamental advisory tasks completed by junior staff members
• Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work
• Developing the more junior team including providing timely feedback and assisting them with technical and personal development

Qualifications

Essential requirements and qualifications

• You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues.
• You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
• Ability to demonstrate experience in tax planning/advisory projects as well as managing complex compliance issues.
• People management and organisational experience
• Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA

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.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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