Company DescriptionAt 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 DescriptionWhat will you be doing? S&W has been serving families and those with significant private wealth since 1881. Across the world and over generations, our advice and services help families protect and pass on their wealth and values.We provide expert, practical and flexible support as individual as the families we serve. From creation, controls and governance to accounting, tax and technology, our family office experts provide the specialist support families need in the way they want. We can even act as your family office, providing comprehensive services.Each family office is served by a small, dedicated team and lead expert coordinating services from across S&W’s specialists. We build long-term relationships and a detailed knowledge of each family’s history, dynamics, goals and wealth, including both personal and business assets.We’re seeking a talented individual to join our Private Wealth & Family Office tax team in Guildford at a Senior Manager or Associate Director level.As Associate Director in Private Client tax, your responsibilities will include among othersManage a portfolio of personal clients with complex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trustsDay to day responsibility for meeting both client and compliance deadlines, monitoring time limits and electionsLeading tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issuesManage HMRC enquiries together with any disclosures to HMRC via the worldwide disclosure facility or the offshore disclosure unitResponsible for billing and monitoring budgetsAssist with managing junior member of staff including helping them with technical and personal developmentEngage in personal business development activities and support business development activities of the teamQualificationsTo be successful in this role, you should haveSignificant private client tax experience gained within a professional practiceACA/CTA QualificationDemonstrable knowledge of private client tax and associated professional adviceDemonstrable experience of delivering tax planning/advisory projectsDemonstrable experience of managing and developing client relationshipsDemonstrable experience of developing new business into profitable long-term client relationshipsTeam and project management skillsAdditional InformationAdditional InformationAs a colleague here at S&W you will have access to benefits that includeCompetitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependent)Generous holiday packageOption to purchase additional holidayShared parental leaveFully funded training towards professional qualificationsCycle to work schemeSeason ticket loanEye care supportWe 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.