Private Wealth and Family Office Associate Director

SW Group; Guildford; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading financial advisory firm in Guildford is seeking a talented Associate Director in Private Client tax. You will manage complex tax affairs for high-net-worth individuals, oversee compliance, and lead tax planning projects. The ideal candidate will have significant experience in private client tax, ACA/CTA qualifications, and proven client relationship management skills. The role offers a competitive salary and benefits, including a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Fully funded training towards professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Significant private client tax experience gained within a professional practice.
• Demonstrable knowledge of private client tax and associated professional advice.
• Experience of delivering tax planning/advisory projects.

Responsibilities

• Manage a portfolio of personal clients with complex tax affairs.
• Oversee client and compliance deadlines, monitoring time limits.
• Lead tax planning projects and manage HMRC inquiries.

Skills

Private client tax experience

Team and project management skills

Client relationship management

Tax planning/advisory projects

Education

ACA / CTA Qualification

Job description

Job Description

What will you be doing?

S&W has been serving families and those with significant private wealth since 1881. Across the world and over generations, our advice and services help families protect and pass on their wealth and values.

We provide expert, practical and flexible support as individual as the families we serve. From creation, controls and governance to accounting, tax and technology, our family office experts provide the specialist support families need in the way they want. We can even act as your family office, providing comprehensive services.

Each family office is served by a small, dedicated team and lead expert coordinating services from across S&W’s specialists. We build long‑term relationships and a detailed knowledge of each family’s history, dynamics, goals and wealth, including both personal and business assets.

We’re seeking a talented individual to join our Private Wealth & Family Office team in Guildford at a Senior Manager or Associate Director level.

As Associate Director in Private Client tax, your responsibilities will include among others

• Manage a portfolio of personal clients with complex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trusts
• Day to day responsibility for meeting both client and compliance deadlines, monitoring time limits and elections
• Leading tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issues
• Manage HMRC enquiries together with any disclosures to HMRC via the worldwide disclosure facility or the offshore disclosure unit
• Responsible for billing and monitoring budgets
• Assist with managing junior member of staff including helping them with technical and personal development
• Engage in personal business development activities and support business development activities of the team

Qualifications

To be successful in this role, you should have

• Significant private client tax experience gained within a professional practice
• ACA / CTA Qualification
• Demonstrable knowledge of private client tax and associated professional advice
• Demonstrable experience of delivering tax planning / advisory projects
• Demonstrable experience of managing and developing client relationships
• Demonstrable experience of developing new business into profitable long-term client relationships
• Team and project management skills

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.