Assistant Manager - Private Clients Tax (Trusts)
* Full-time
* Office Location: London
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.
We are seeking a talented newly qualified team member to join our Private Tax team in London, which is responsible for delivering annual tax compliance and planning work for a wide-ranging portfolio of Trust clients.
As Trust Assistant Manager your responsibilities will include:
* 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
To be successful in this role, you should:
* Have the ability to manage workload in order to prioritise work to meet conflicting deadlines
* Possess good written communication skills to draft correspondence with clients and HMRC
* Have good inter-personal skills to liaise with clients and other staff members
* Provide support to supervise staff members below and support Directors above
Education and Qualifications:
Experience and Skills:
* Experience gained within a professional services firm
* Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work
* Strong written and oral communication skills
As a colleague here at S&W, you will have access to benefits that include:
* Private medical insurance
* Life assurance
* Pension contribution
* 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.
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