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're seeking a talented individual to join one of our Private Client Teams in Southampton, which is responsible for working across an exciting client base of entrepreneurs and the Private Business Sector clients.
This is a largely Advisory based role with just 10% compliance responsibility. With Private Client being a strong focus of the firm, you will have the opportunity to collaborate with colleagues nationally on complex cross-stream projects and will be given the opportunity to develop your career, providing you with plenty of scope for promotion opportunities.
You will have experience within a practice environment and we can be flexible on location and working days. We can also accommodate part-time at a minimum of four days a week.
You will be strong technically across a wide field, specifically OMB's, and will have report writing and project management experience as well as being confident at building relationships with colleagues and clients.
If you are ambitious, commercial, organised, can self-manage, and solve problems, we want to hear from you.
As Private Client Tax Manager, your responsibilities will include:
* Responsible for a portfolio of clients specifically Entrepreneurs and OMB's.
* Project management of multiple complex projects.
* Identification of opportunities with clients and liaison with Partner to develop those opportunities.
* Preparing and delivering reports for clients, attending client meetings, and responding to ad-hoc questions and inquiries regarding their personal tax affairs.
* Providing exceptional client service and being responsible for maintaining regular contact with the client team.
Qualifications
Education and Qualifications:
Experience and Skills:
* Experience gained within a professional services firm.
* Good experience in personal tax advisory work.
* Strong report writing skills.
* Project Management experience and ability to manage multiple projects while self-managing.
* Confident with clients and ability to build meaningful relationships.
Additional Information
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. 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.
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