Senior Manager - Private Client Tax - Entrepreneurs & Private Business

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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

S&W's Entrepreneurs & Private Business PCTS team

We are recruiting for a Senior Manager to join our highly skilled and experienced industry leading private client services team. The candidate will work specifically to provide pragmatic, commercial tax advice tailored to high net worth and ultra-high net worth individuals, focused on their entrepreneurial and other business activities. The team typically advises UK Entrepreneurs, Private Business Owners and Senior Management teams across all aspects of their UK tax affairs.

S&W's Entrepreneurs & Private Business PCTS team advises high net worth and ultra-high net worth UK based individuals and families across the following matters:

• Structuring associated with business ownership (e.g. pre-exit planning or demergers)
• Structuring associated with investment ownership (e.g. post-exit planning for proceeds from business sale)
• Assistance with transactional activity - both in terms of disposals and acquisitions (e.g. tax advice to sell-side or buy-side)
• Family business succession planning, advising business owners devise and execute a succession strategy
• Wider estate planning & IHT.
• Other matters associated with UK income tax, capital gains tax and inheritance tax.
• Understanding of UK and non-UK residence planning also helpful

Purpose of Role

To manage your own portfolio of clients, working with Directors/Partners or alone on complex consultancy and advisory projects with a primary focus on the Entrepreneurs & Private Business Private Client Tax market.

The role will primarily focus on an advisory role whilst also managing the compliance for the complex clients in your portfolio and helping to grow and manage the wider team.

There will be scope to undertake business development of existing and new clients as well as further developing your own technical and sector knowledge and expertise whilst also having the opportunity to develop new areas of interest. We are looking for someone who can demonstrate the drive and ambition to become a future Partner.

S&W have offices around the UK and we are open to flexible working arrangements.

Key responsibilities:

Client work

• Manage portfolio of complex advisory cases & complete adhoc advisory advice
• Manage portfolio of complex compliance cases
• Technically strong and commercially pragmatic across a breadth of UK private client tax issues related to Entrepreneurs, Private Business Owners and Senior Management teams.
• Identifying opportunities within the client portfolio and utilising wider networks to generate new client opportunities
• Involved in business development activities/profile raising locally
• Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant

Qualifications

Qualifications

Education and Qualifications:

• ACA/ CTA or equivalent qualification.

Experience/Skills:

• Significant UK Private Client Tax experience gained within the profession and/or industry
• Tax advisory focus who can manage complex client work with a proven technical background
• Ability to demonstrate experience in inheritance tax projects as well as managing complex compliance issues.
• Existing business development skills and appetite to grow the business
• Project management experience
• Experience of dealing with senior stakeholders both internally and externally

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.