Private Clients Tax Trusts Assistant Manager

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.

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
  
  

• 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
  
  

• 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.
  
  

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

• 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.
  
  

• 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
  
  

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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