Private Client Tax Manager (Fixed Term Contract)

Qualifications

To be successful in this role, you should

• Be a qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA
• Have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.
• Have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
• Possess the ability to think beyond the technical elements of your work and consider the client's overall landscape.
• Demonstrate experience of delivering tax planning/advisory projects as well as managing complex compliance issues.
• Have people management and organisational experience

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.

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

What will you be doing?

We're seeking a talented individual to join our Private Client Tax Team in Edinburgh. It's our vision to be the go-to professional services firm for sophisticated businesses and private clients with complex needs and our success hinges on our people. We are a team of highly skilled and passionate professionals, who are empowered to achieve their career aspirations, as we continue to build our business.

As Manager, your responsibilities will include among others

• Responsibility for delivering work to clients in line with agreed timelines and budgets.
• Managing a client portfolio reviewing the work of junior team members.
• Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
• Monitoring of WIP and drafting fee notes
• Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
• Developing the more junior team including providing timely feedback and assisting them with technical and personal development