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
We are seeking a detail-oriented and efficient Tax Assistant to join the team looking after the firm's own partners. The role encompasses preparing partner and partnership tax returns, ensuring compliance with relevant tax laws and regulations, and assisting with all partner-related tax matters, including opportunities to draft advice to individual partners.
This role can be based in London or elsewhere in the UK, with the requirement to be in a Private Client Tax team office to collaborate with colleagues 2-3 times a week.
As a Partner Tax Assistant, your responsibilities will include:
* Tasks related to completion of tax returns for individuals and LLPs including, but not limited to drafting returns to a high standard, prioritising and managing own workload, organisation of source data and preparing accurate and clear working papers;
* Highlighting technical points which require additional consideration by senior colleagues;
* Assisting in annual review of partner tax reserving and calculation of adjustments;
* Assist in preparation of partner tax payment instructions;
* Client administration to ensure all files are kept in good order and trackers are up to date;
* Ensuring all controls, such as review sheets are complied with and appropriately filed;
* Assisting with budgeting and billing process;
* Assisting in assessing risk, implementing controls and maintaining up-to- date procedure notes;
* Ad hoc projects as required for the group and for individual partners;
Qualifications
Professional
Qualifications
and Education
* Strong relevant academic background or experience and/or Qualified Accountant (ACA/ACCA/CA/Equivalent) and/or Association of Taxation Technicians (ATT) / Chartered Institute of Taxation (CTA). Part qualified considered, depending on experience.
To be successful in this role, you should:
* Experience within Professional Services and/or Financial Services;
* Personal tax return preparation experience – essential;
* Technical knowledge of private client tax, including income tax, capital gains tax and at least basic inheritance tax – essential;
* Knowledge of partnership tax desirable, but not essential if willing to develop in these areas and you can demonstrate ability to assimilate new information;
* IT literate, especially tax return software, Excel and Word;
* Willing to learn and adapt to new legislation and practices;
* Good planning and organising skills, to ensure that all deadlines are met and that all data received is properly processed;
* Client focused and a team player;
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.