finseats

Private Client Tax Manager (Fixed Term Contract)

SW Group · Other

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.

We only store your email + filters · privacy