Job Description

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.

Introduction to the Private Client Tax team at S&W

Our Private Client Tax Services team helps individuals from all walks of life with their tax issues. With over 6,000 private tax clients and 1,500 trusts, our team's client base is incredibly diverse, including high-net-worth families and individuals, as well as entrepreneurs, business owners and family businesses.


You will be joining a team that supports clients to meet their tax compliance obligations, liaises with HMRC on their behalf and provides advice to assist with their short and long-term needs and objectives. This can include preparing their tax returns, repayment claims, computations, accounts, advice and dealing with any correspondence from HMRC.

The Cambridge office is on an ambitious growth journey, and we need equally driven and ambitious people to join our Private Client Tax Team.


As an Associate, you will be integral in supporting the delivery of tax planning, compliance and advisory services tailored to the unique needs of a diverse and impressive high-net-worth client base. This is an exciting opportunity to join a collaborative and high performing team of tax professionals.


This will be a hybrid role, with the requirement to be in the Cambridge office to collaborate with colleagues three times a week.

As an Associate, your responsibilities will include:

Working with Tax Managers, Directors and Partners overseeing a portfolio of high-net-worth private clients Preparation of self-assessment tax returns ensuring compliance with the latest tax updates Supporting the senior team in providing advice on a broad range of tax matters, including income tax, capital gains tax and inheritance tax for individuals, families, trustees and partnerships Collaborate closely with other teams across Cambridge and the national office network Help the team to foster strong client relationships, supporting on identifying opportunities for additional services and client growth We foster a culture of continuous learning and improvement and full training support will be given

Qualifications

To be successful in this role you should

Be committed to developing a career in a professional tax environment perhaps including study towards a tax qualification such as ATT GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively

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.