Assistant Manager - Private Client Tax Services

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Company Description

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

What will you be doing?

We're seeking a talented individual to join our Private Client Tax team in Newcastle, which is responsible for managing the compliance and tax advice process for a client allocation. Supervise tax staff, assisting with client work and deal with technical and administrative issues.

As an Assistant Manager, your responsibilities will include among others

• Prepare tax returns and in some cases review tax returns
• Manage HMRC enquiries and draft or review HMRC correspondence
• Responsibility for compliance work on clients and monitor time limits and elections for compliance portfolio
• Prepare complex tax computations and supervise preparation of simple tax computations
• Prepare reports for clients in relation ad hoc advisory matters
• Responsible for billing and monitoring budgets
• Knowledge share and maintain technical knowledge by attending internal training sessions
• Ensure relevant client deadlines are met and S&W procedures are adhered to
• Assist the partners with fee quotes and growing the business

Qualifications

To be successful in this role, you should:

• ATT qualified
• Knowledge of Private Client and Partnership Tax and some planning experience
• Strong IT skills including practical knowledge of Microsoft Office packages; Outlook, Word, Excel and PowerPoint
• Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
• Must have good inter-personal skills to be able to liaise with clients and other staff members

Desired

• Some tax advisory experience
• Evidence of managing a small client portfolio

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.