Senior Manager Private Client Tax

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SW GroupLocation:

Salisbury, United KingdomJob Category:

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18Posted:

12.08.2025Expiry Date:

26.09.2025col-wideJob Description:

Would you like to join one of the largest accountancy practices in the area? Become part of a friendly team with a great spirit of collaboration within a Private Client Tax environment. The office is a 13-minute walk from Salisbury Train station, situated in the centre of a lovely market town.You will join a team managing a diverse portfolio with some complex issues. Known for its Landed Estates and rural business expertise, the team acts for several titled families.Listen to Tom Warner, an Associate Director, describe his journey and why SandW is a fantastic place to work.Key responsibilities:Manage a portfolio of personal clients with complex tax affairs, including HNWIs, Landed Estates, agricultural clients, entrepreneurs, Partnerships, and Trusts.Assist Partners and Directors with, and lead on when appropriate, tax planning initiatives such as succession planning through trusts and corporate structures, addressing capital gains and inheritance tax concerns.Liaise with other service lines to deliver work to clients, e.g., Accounts and Corporate Tax work.Oversee compliance and advisory tasks performed by junior staff.Maintain strong client relationships and support senior team members in identifying new business opportunities.Develop junior team members through feedback and technical and personal development support.Qualifications:Significant experience in a professional services firm with knowledge of private client tax issues.Proven technical skills and ability to communicate complex messages effectively.Experience in tax planning/advisory projects and managing compliance issues.People management and organizational skills.Qualified Chartered Accountant and/or Chartered Tax Adviser (ACA / CTA).Additional benefits include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working (role dependent)Generous holiday package and option to purchase additional leaveShared parental leaveFully funded professional trainingCycle to work schemeSeason ticket loanEye care supportWe value diversity and are committed to an inclusive workplace. Reasonable adjustments are available during the application process. Please inform your Recruiter of your ..... full job details .....