Private Client Tax Manager (Fixed Term Contract)
SW Group · Other
- All Private Client Tax jobs
- Finance, Accounting & Control
- Wealth Management & Private Banking
- Edinburgh, United Kingdom
- Full-time
Job Description
What will you be doing?
We’re seeking a talented individual to join our Private Client Tax Team in Edinburgh. It's our vision to be the go-to professional services firm for sophisticated businesses and private clients with complex needs and our success hinges on our people. We are a team of highly skilled and passionate professionals, who are empowered to achieve their career aspirations, as we continue to build our business.
As Manager, your responsibilities will include among others
- Responsibility for delivering work to clients in line with agreed timelines and budgets.
- Managing a client portfolio reviewing the work of junior team members.
- Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
- Monitoring of WIP and drafting fee notes
- Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
- Developing the more junior team including providing timely feedback and assisting them with technical and personal development
Qualifications
To be successful in this role, you should
- Be a qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA
- Have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.
- Have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
- Possess the ability to think beyond the technical elements of your work and consider the client's overall landscape.
- Demonstrate experience of delivering tax planning/advisory projects as well as managing complex compliance issues.
- Have people management and organisational experience
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.
- Associate
Not the right fit? Search all finance jobs.
Free job alerts
Get more Finance, Accounting & Control jobs like this.
Fresh vacancies from across banks, asset managers, hedge funds, PE/VC, fintechs and insurers — straight to your inbox. Free, no account, unsubscribe anytime.