Private Wealth and Family Office Tax, Associate Director

Private Wealth and Family Office Tax, Associate Director

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’re seeking a talented individual to join our Private Wealth & Family Office tax team in Guildford at a Senior Manager or Associate Director level.

• Manage a portfolio of personal clients with complex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trusts.
• Day‑to‑day responsibility for meeting both client and compliance deadlines, monitoring time limits and elections.
• Lead tax planning projects such as non‑domicile issues, onshore and offshore trusts, capital gains and inheritance tax issues.
• Manage HMRC enquiries together with any disclosures to HMRC via the worldwide disclosure facility or the offshore disclosure unit.
• Responsible for billing and monitoring budgets.
• Assist with managing junior members of staff, including helping them with technical and personal development.
• Engage in personal business development activities and support the team’s business development activities.

• Significant private client tax experience gained within a professional practice.
• ACA / CTA qualification.
• Demonstrable knowledge of private client tax and associated professional advice.
• Demonstrable experience delivering tax planning/advisory projects.
• Demonstrable experience managing and developing client relationships.
• Demonstrable experience developing new business into profitable long‑term client relationships.
• Team and project management skills.

• 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 value diversity and inclusivity and are committed to providing an environment where all colleagues feel respected and supported. We will make reasonable adjustments to accommodate individual needs during the application process; please let your recruiter know.

Seniority level:
Mid‑Senior level
•

Employment type:

Full‑time
• Job function:
Accounting/Auditing and Finance
• Industry: Accounting