Senior Manager Private Client Tax

SW Group

  • Royal Tunbridge Wells, Kent
  • Permanent
  • Full-time
  • 7 days ago
  • Apply easily
Company DescriptionAt 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 DescriptionAs a Private Client Tax Senior Manager you will work with all Assistant Managers, Managers and Directors in the team across their portfolio and will benefit from having a diverse vast array of people to support and collaborate with.Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity execs and their families.Nicola MacAulay our Director in Private Client Tax in Royal Tunbridge Wells office has recorded an audio clip discussing the team and its ambitions. Nicola also shares how this office has its own personality whilst having the benefits and opportunities from being part of a much larger organsation. Click to listen.Key responsibilities:
  • You will take responsibility for delivering work to clients in line with agreed timelines and budgets. Managing the relationship with clients, with the aim of developing new business from your current client base and beyond.
  • You will be leading and mentoring junior team members, providing guidance and support.
  • Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
  • Maintaining strong relationships with clients delivering comprehensive tax strategies and solutions, 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
QualificationsEssential requirements and qualifications
  • Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA
  • 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 dealing with complex capital gains tax and inheritance tax matters.
  • You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions to deliver tax planning and advisory projects.
  • Proven expertise in developing new business into profitable long-term client relationships.
  • People management and organisational experience
Additional InformationAs 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.

SW Group