Private Client Tax Services Senior Manager

TN United Kingdom; Salisbury; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading accountancy practice in Salisbury is seeking a Private Client Tax Services Senior Manager to manage a diverse portfolio of clients with complex tax affairs. The role involves tax planning, compliance oversight, and team development within a collaborative environment. The firm values diversity and offers a range of benefits including competitive salary and hybrid working options.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension scheme

Hybrid working

Generous holiday allowance

Shared parental leave

Fully funded professional training

Cycle to work scheme

Season ticket loan

Qualifications

• Significant experience in a professional services firm with knowledge of private client tax issues.
• Proven technical expertise and ability to communicate complex messages effectively.

Responsibilities

• Manage a portfolio of personal clients with complex tax affairs.
• Assist Partners and Directors with tax planning initiatives.
• Oversee compliance and advisory tasks performed by junior staff.

Skills

Communication

People management

Organizational skills

Education

Chartered Accountant

Chartered Tax Adviser

Job description

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Private Client Tax Services Senior Manager, Salisbury

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Client:

SW Group

Location:

Salisbury, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

7e50d9fcccf2

Job Views:

4

Posted:

12.05.2025

Expiry Date:

26.06.2025

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Job Description:

This role offers an opportunity to join one of the largest accountancy practices in the area, working within a friendly team that values collaboration. The office is centrally located in Salisbury, just a 13-minute walk from the train station, in a charming market town.

The team manages a diverse portfolio, including complex issues, with a specialization in Landed Estates and rural businesses, serving a number of titled families.

Watch Tom Warner, an Associate Director in the team, share his journey and why S&W is a great place to work.

Key responsibilities:

• Manage a portfolio of personal clients with complex tax affairs, including HNWIs, Landed Estates, agricultural clients, entrepreneurs, Partnerships, and Trusts.
• Assist Partners and Directors with, and lead on when appropriate, tax planning initiatives such as succession planning via trusts and corporate structures, and address capital gains and inheritance tax issues.
• Coordinate with other service lines to deliver comprehensive client solutions, e.g., Accounts & Corporate Tax.
• Oversee compliance and advisory tasks performed by junior staff.
• Maintain strong client relationships and support senior team members in identifying new business opportunities.
• Develop junior team members through feedback and technical/personal development support.

Qualifications:

• Significant experience in a professional services firm with knowledge of private client tax issues.
• Proven technical expertise and ability to communicate complex messages effectively.
• Experience in tax planning, advisory projects, and managing compliance complexities.
• 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 enjoy benefits such as:

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

We value diversity and inclusivity, supporting a workplace where everyone can thrive. Reasonable adjustments are available during the application process—please inform your Recruiter of any needs.