Private Clients Tax Trusts Assistant Manager

S&W; London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading accountancy firm in London is seeking a Private Clients Tax Trusts Assistant Manager. This role involves delivering high-quality tax compliance and planning for Trust clients, with opportunities for growth in a supportive environment. Newly qualified tax professionals can build their careers while managing an impactful portfolio.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Fully funded training toward professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Must have the ability to manage workload to meet conflicting deadlines.
• Good written communication skills required to draft correspondence.
• Interpersonal skills necessary to liaise with clients and staff.

Responsibilities

• Deliver high quality service to a portfolio of Trust clients.
• Ensure administration of the portfolio is completed including compliance and tax returns.
• Identify possible planning opportunities and prepare reports for clients.

Skills

Written communication

Interpersonal skills

Time management

Education

ACA/CTA/STEP or equivalent qualification

Job description

Private Clients Tax Trusts Assistant Manager

Private Clients Tax Trusts Assistant Manager

3 weeks 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.

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, which is responsible for a delivering annual tax compliance and planning work for a wide ranging portfolio of Trust 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 and supportive team.

Opportunities are currently available in the following locations:

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

As Trust Assistant Manager your responsibilities will include among others

• Delivering high quality service to a portfolio of Trust clients
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
• Identifying possible planning possibilities
• Preparation of reports for clients
• Answering client ad-hoc questions and enquiries in respect of the trust tax affairs
  
  

Qualifications

To be successful in this role, you should

• Have ability to manage workload in order to prioritise work to meet conflicting deadlines
• Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
• Must have good inter-personal skills to be able to liaise with clients and other staff members.
• Ability to meeting deadlines and responding to client needs.
• Provide link in chain to supervise staff members below and support Directors above.
  
  

Education and Qualifications:

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

Experience and Skills:

• Experience gained within a professional services firm.
• Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work
• Written and Oral communication
• Must have good inter-personal skills to be able to liaise with clients and other staff members.
  
  

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

  Finance and Sales

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