Private Client Tax Services Manager

S&W; Royal Tunbridge Wells; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

Join a leading accountancy firm as a Private Client Tax Services Manager in Royal Tunbridge Wells. You'll manage diverse client portfolios, focusing on private equity executives and their families. Collaborate with a supportive team and benefit from a hybrid working model. Enjoy competitive salary and comprehensive benefits.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Fully funded professional training

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Significant experience in a professional services firm.
• Strong knowledge of private client tax issues.

Responsibilities

• Deliver work to clients within agreed timelines and budgets.
• Manage client portfolios and review the work of junior team members.
• Maintain strong client relationships.

Skills

People management

Organizational skills

Communication

Education

Chartered Accountant

Chartered Tax Adviser

Job description

S&W Royal Tunbridge Wells, England, United Kingdom

Private Client Tax Services Manager

S&W Royal Tunbridge Wells, England, United Kingdom

4 days ago Be among the first 25 applicants

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
Would you like to be part of a truly collaborative team within PCTS and across the wider team in Tunbridge Wells? Enjoy working in a friendly local office with the support of colleagues across the wider S&W business?

As an S&W Private Client Tax Manager, you will work with Assistant Managers, Associate Directors, and Directors across their portfolios, benefiting from a diverse range of colleagues to learn from.

Your client portfolios will include private clients with both established and growing wealth, with a focus on private equity executives and their families.

Nicola MacAulay, our Director in Private Client Tax at Royal Tunbridge Wells, has recorded an audio clip discussing the team and its ambitions. She shares how this office has its own personality while benefiting from being part of a larger organization. Click here to listen.

Key Responsibilities:

1. Deliver work to clients within agreed timelines and budgets.
2. Manage client portfolios and review the work of junior team members.
3. Liaise with other service lines, such as Accounts & Corporate Tax, to deliver comprehensive services.
4. Monitor WIP and draft fee notes.
5. Maintain strong client relationships and support senior team members in identifying new opportunities.
6. Develop junior team members through feedback and technical guidance.

Qualifications

Essential requirements and qualifications:

• Significant experience in a professional services firm, with strong knowledge of private client tax issues, including complex capital gains tax and inheritance tax matters.
• Proven technical knowledge with the ability to communicate complex messages clearly to clients.
• Ability to consider clients’ overall landscape beyond technical issues.
• Experience in delivering tax planning, advisory projects, and managing complex compliance issues.
• People management and organizational skills.
• Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.

Additional Information

As a colleague at S&W, you will have access to benefits such as:

• 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 professional training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to inclusion. We offer accommodations for applicants' needs during the application process. Please inform your Recruiter for any adjustments.