Private Clients Tax Trusts Assistant Manager

S&W; London; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading accountancy firm in London is seeking a newly qualified Assistant Manager for their Private Tax team. This role involves managing tax compliance and planning for Trust clients, providing a great opportunity for career development in a supportive environment.

Benefits

Private medical insurance

Life assurance

Pension scheme

Generous holiday allowance

Fully funded professional qualification training

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Ability to manage workload and prioritize to meet deadlines.
• Strong written communication skills for drafting correspondence.

Responsibilities

• Deliver high-quality service to a portfolio of Trust clients.
• Manage all aspects of portfolio administration, including compliance.
• Identify potential planning opportunities.

Skills

Communication

Interpersonal Skills

Time Management

Education

ACA/CTA/STEP or equivalent qualification

Job description

Private Clients Tax Trusts Assistant Manager

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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.

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 London, responsible for delivering annual tax compliance and planning work for a diverse portfolio of Trust clients.

As an Assistant Manager, you will be part of the delivery team handling client compliance, planning work, routine checks, and practice development. This role offers a great opportunity for a newly qualified tax professional to develop their career within a supportive and growing team.

Opportunities are available in the following locations:

• Cambridge
• Guildford
• Leeds / Harrogate
• London
• Newcastle
• Salisbury

Responsibilities

• Deliver high-quality service to a portfolio of Trust clients
• Manage all aspects of portfolio administration, including compliance, accounts, tax returns, and computations
• Identify potential planning opportunities
• Prepare reports for clients
• Respond to client questions regarding trust tax affairs

Qualifications

Essential

• Ability to manage workload and prioritize to meet deadlines
• Strong written communication skills for drafting correspondence with clients and HMRC
• Good interpersonal skills for liaising with clients and team members
• Ability to meet deadlines and respond to client needs
• Experience in supervising staff and supporting senior management

Education and Qualifications

• ACA/CTA/STEP or equivalent qualification (preferred)

Experience and Skills

• Experience within a professional services firm
• Knowledge of personal tax compliance, with some exposure to planning/advisory work
• Excellent written and oral communication skills
• Strong interpersonal skills for effective client and team interaction

Additional Benefits

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

We value diversity and are committed to an inclusive environment. We welcome applications from all backgrounds and are happy to make reasonable adjustments during the application process.