Private Client Tax Services Assistant Manager

SW Group; East Horsley; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

Join a leading firm as a Private Client Tax Assistant Manager in Guildford, where you'll support diverse clients with effective tax compliance and strategic planning opportunities. Benefit from a friendly team environment, competitive salary, and additional perks like hybrid working and professional training.

Benefits

Private medical insurance

Life assurance

Pension contributions

Generous holiday package

Shared parental leave

Cycle to work scheme

Season ticket loan

Eye care support

Fully funded professional training

Qualifications

• Experience in a professional services firm.
• Some exposure to planning and advisory work preferred.

Responsibilities

• Preparing tax returns for clients such as sole traders, partners, HNWIs.
• Managing all aspects of portfolio administration including compliance.
• Identifying planning opportunities and preparing reports for clients.

Skills

Personal tax compliance

Advisory work

Education

ACA / ATT / CTA or equivalent qualification

Job description

Social network you want to login/join with:

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Client:

SW Group

Location:

Guildford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

7ffa3268206b

Job Views:

25

Posted:

22.06.2025

Expiry Date:

06.08.2025

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Job Description:

Would you like to be part of our Guildford Private Client Tax team, working on a variety of clients including OMBs, HNWI, Partners in Partnerships, Non-Doms, and Sole Traders? You will be involved in a mix of advisory and compliance work.

The office is within walking distance from the train station, with parking options nearby, and is located in a town offering restaurants and shopping centers. The team actively participates in charity, networking, and social events and is known for being friendly and collaborative.

As a Private Client Tax Assistant Manager, you will be the first point of contact for your clients and will coordinate with colleagues to deliver annual tax compliance and identify planning opportunities.

Key responsibilities include:

• Preparing tax returns for clients such as sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, and partnerships.
• Managing all aspects of portfolio administration, including compliance, accounts, tax returns, and computations.
• Identifying planning opportunities and preparing reports for clients.
• Managing WIP and client billing.

Qualifications and experience:

• Experience in a professional services firm.
• Good knowledge of personal tax compliance, with some exposure to planning and advisory work preferred.
• ACA / ATT / CTA or equivalent qualification.

Additional benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working (role dependent)
• Generous holiday package and options to purchase extra holidays
• Shared parental leave
• Fully funded professional training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to providing an inclusive environment. Reasonable adjustments are available during the application process. Please inform your Recruiter of any needs.