Private Client Tax Senior Manager

SW Group; Salisbury; On-site; GBP 75,000 - 105,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

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

Job summary

A leading accountancy practice in the heart of a market town is seeking a qualified Chartered Accountant or Chartered Tax Adviser to manage a diverse portfolio of clients with complex tax affairs. Responsibilities include tax planning for high-net-worth individuals and providing guidance to junior staff. This role offers a competitive salary, private medical insurance, and a hybrid working model, supporting your professional development while ensuring a supportive and inclusive environment.

Qualifications

• Significant experience in professional services with a sound knowledge of private client tax issues.
• Proven technical knowledge and capability to communicate complex messages.
• Experience in tax planning/advisory projects and managing complex compliance issues.
• Organisational experience and people management skills.
• Qualified ACA and/or CTA (Chartered Accountant/Tax Adviser).

Responsibilities

• Manage a portfolio of personal clients with complex tax affairs, focusing on HNWIs, Landed Estates, and partnerships.
• Lead on tax planning initiatives and address capital gains and inheritance tax concerns.
• Deliver work alongside other service lines such as Accounts and Corporate Tax.
• Oversee compliance tasks by junior staff and maintain client relationships.
• Support junior team development with feedback and assistance.
• Develop junior team members with feedback and professional development.

Skills

Private client tax issues

Tax planning

People management

Technical communication

Education

Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA/CTA

Job description

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

• 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.