Private Client Tax Senior Manager

Hybrid in Salisbury·Full-time·Added 4 months ago (last checked 3 Oct)

S&W Group

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Overview

Job details

Full-time
Per the ad.
Hybrid
Office and home days — the ad has the split.

Requirements

Be near Salisbury for hybrid days
No relocation package mentioned.
Have senior-level experience
Senior-level role.

Benefits

Cycle to work and season ticket loan
Commuter benefits named in the ad.

Skills

Pay & benefits

What you'll get

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

The role

Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment. The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town.

You will be joining a team with a diverse portfolio with some complex issues to navigate. Known for its Landed Estates and rural businesses specialism the team act for a number of titled families.

Please listen to Tom Warner an Associate Director in the team here describe his journey so far and why S&W has been a fantastic place to work.

What you'll do

You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts
You will assist Partners and Directors with, and when suitable, take the lead on tax planning initiatives like succession planning through trusts and corporate structures, as well as addressing capital gains and inheritance tax concerns
Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work
Oversee compliance and fundamental advisory tasks completed by junior staff members
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

Essential requirements and qualifications

You will 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.
You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
Ability to demonstrate experience in tax planning/advisory projects as well as managing complex compliance issues.
People management and organisational experience
Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA

About S&W Group

In their own words

About the company & team

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.

Additional information

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.

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