Associate Director - Private Clients Tax
S&W Royal Tunbridge Wells, England, United Kingdom
2 days ago Be among the first 25 applicants
Company Description
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
As a Private Client Tax Associate Director, you will work with all Assistant Managers, Managers, and Directors in the team across their portfolio and will benefit from having a diverse 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, with a focus on private equity executives and their families.
Key Responsibilities
* You will take responsibility for delivering work to clients in line with agreed timelines and budgets while managing the relationship with clients to develop new business.
* You will lead and mentor junior team members, providing guidance and support.
* Liaising with other service lines to deliver work to clients, such as Accounts & Corporate Tax work.
* Maintaining strong relationships with clients, delivering comprehensive tax strategies and solutions, and supporting senior team members to identify opportunities for new work.
* Developing junior team members by providing timely feedback and assisting them with technical and personal development.
Qualifications
Essential requirements and qualifications:
* You will have significant experience gained within another professional services firm and a sound knowledge of various private client tax issues, including complex capital gains tax and inheritance tax matters.
* You will have proven technical knowledge and the 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 organizational experience.
* Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.
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 are delivering multiple diversity, equity, and inclusion initiatives across the organization. We are committed to providing a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and can achieve their full potential in a safe, supportive, and inclusive environment.
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