Private Client Tax Services Assistant Manager

S&W; Southampton; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading accountancy firm in the UK seeks an Assistant Manager for its Private Client Services team in Southampton. The role involves delivering tailored tax advice to high net worth clients, managing client relationships, and ensuring compliance. This hybrid position offers opportunities for professional growth and development within a collaborative team environment.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Fully funded training towards professional qualifications

Qualifications

• Experience in a professional services or accountancy firm.
• Strong understanding of personal tax compliance.

Responsibilities

• Deliver high-quality advisory and compliance support to clients.
• Build and maintain relationships with senior management and clients.
• Identify tax planning opportunities and prepare client reports.

Skills

Communication

Tax Compliance

Client Relationship Management

Education

ACA

CTA

Job description

3 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

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’re seeking talented Assistant Managers to join our Private Client Services team, delivering tailored, commercial tax advice to high net worth and ultra-high net worth families with complex UK and international affairs.

You’ll work closely with senior leaders, partners, and directors across our national business, with early opportunities to build direct client relationships and attend meetings alongside their advisors.

Our international Private Client Tax Services (PCTS) team supports clients across four key segments:

• Entrepreneurs & Private Business
• Family Office and Established Wealth
• International
• Landed Estates

You’ll gain experience across all areas, with the opportunity to specialise as you progress – making this an excellent career move for those looking to grow within a market-leading, collaborative, and client-focused team.

As part of our growth plans, we’re hiring in our Southampton office. These hybrid roles require in-office collaboration with our Private Client Tax team three days a week to support connection, development, and high-impact work.

As a Private Client Tax Services Assistant Manager, your responsibilities will include among others:

• Delivering high-quality advisory and compliance support to a portfolio of clients across our four key segments.
• Building and maintaining relationships with senior management, clients, and their advisors.
• Identifying tax planning opportunities, preparing client reports, and responding to ad-hoc personal tax queries.
• Supporting client meetings and contributing to strategic discussions that add value to the client relationship.
• Maintaining a sharp commercial focus by assisting with financial performance monitoring—revenue, billing, and cash collection.
• Ensuring compliance with S&W tax cycle procedures, including maintaining accurate client data and billing records.
• Engaging in internal training and progressing your professional qualifications.
• Contributing to business development efforts, including local networking and brand-building opportunities.

Qualifications

To be successful in this role, you should

• Have experience within a professional services or accountancy firm, ideally in a private client tax environment.
• Have a strong understanding of personal tax compliance and the ability to meet deadlines while responding effectively to client needs.
• Prove ability to manage workloads, prioritise tasks, and perform under pressure in a deadline-driven environment.
• Possess clear and confident written communication skills, with the ability to explain technical issues in a client-friendly way.
• Hold an ACA, CTA, or equivalent qualification.

Desired

• Exposure to personal tax planning or advisory work alongside compliance responsibilities.
• Experience supervising junior team members and supporting senior colleagues across engagements.
• Willingness to engage in professional development and contribute to a high-performing, collaborative team culture.

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 value diversity and are committed to an inclusive workplace, providing reasonable adjustments during the application process if needed.