SW Group

Financial Services

PrivateClientTaxSeniorManager

£95–135k ~AI est. Salisbury, England, United Kingdom FULL TIME
The Brief

“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.

Financial Services

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

Free ATS check

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