Private Client Tax Services Assistant Manager

S&W; Salisbury; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading accountancy firm in Salisbury is seeking a newly qualified Assistant Manager for their Private Tax team. This role involves managing client portfolios, ensuring compliance, and providing tax advice. Ideal for driven professionals looking to grow in a supportive environment.

Benefits

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Fully funded training towards professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Relevant experience in professional services firm.
• Knowledge of private client tax issues including capital gains and inheritance tax.

Responsibilities

• Manage a portfolio of clients including compliance and tax returns.
• Prepare reports and attend client meetings.

Skills

Organised

Self-driven

Team player

Education

Newly Qualified 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.

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.

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

We are seeking a talented newly qualified team member to join our Private Tax team in Salisbury, which is responsible for a delivering annual tax compliance work for a wide ranging portfolio of clients.

As an Assistant Manager you will be part of the delivery team that works on client compliance and client planning work as well as yearly routine checks and practice development. This is a fantastic opportunity for a newly qualified tax professional to build their career in a growing team.

As an Assistant Manager, your responsibilities will include among others

• Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK residents, partnerships and trusts
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
• Identifying possible planning possibilities
• Preparing reports for clients
• Attendance at client meetings
• Answering client ad-hoc questions and enquiries in respect of their personal tax affairs
  
  

Qualifications

To be successful in this role, you should have

• Relevant experience gained within a professional services firm.
• Sound knowledge of private client tax issues and dealing with capital gains tax, inheritance tax matters and a sound understanding of trusts.
• Relevant experience of meeting deadlines for compliance and adhoc advisory projects.
• Self driven, organised and willingness to continue learning and to be a team player.
• Potential experience with People management
  
  

Professional Qualifications And Education

• Newly Qualified Chartered Accountant and/or Chartered Tax Adviser
  
  

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Accounting

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