SW Group
Financial Services
PrivateClientTaxSeniorManager
“Private Client Tax Senior Manager at SW Group. Skills: Private client tax, Tax planning, Tax advisory. Manage portfolio of personal clients. Assist Partners and Directors with tax planning”
Industry & Context.
What They're Looking For.
Must Have
Significant experience in professional services, Sound knowledge of private client tax, Proven technical knowledge, Ability to communicate complex messages, Experience in tax planning/advisory, Experience managing complex compliance, People management experience, Organisational experience, Qualified Chartered Accountant, Qualified Chartered Tax Adviser
What You'll Do.
Manage portfolio of personal clients
Assist Partners and Directors with tax planning
Take lead on tax planning initiatives
Address capital gains tax concerns
Address inheritance tax concerns
Liaise with other service lines
Deliver work to clients
Oversee compliance tasks
Oversee advisory tasks
Maintain relationships with clients
Support senior team members
Identify opportunities for new work
Develop junior team members
Provide timely feedback
Assist junior staff with development
How You'll Work.
Team & Collaboration
Liaising with other service lines; Supporting senior members of the team
Communication Scope
Communicate complex messages
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