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.

We are looking for a talented and ambitious individual who can join the Bristol Corporate tax team in a senior role to manage a portfolio of clients, working with Partners/Directors or alone on complicated consultancy and advisory projects in both Corporate tax and R&D. A significant part of the role will be business development of existing and new clients as well as potentially developing a specialist field of technical and/or sector knowledge and expertise.
Key Responsibilities
Client work

• Act as trusted adviser and engage with clients on wider commercial and strategic issues
• Manage portfolio of complex advisory and compliance cases
• Give exceptional client service, taking the lead in managing and developing client relationships
• Identifying opportunities on client portfolio

R&D/ Incentives work

• Assist in managing a portfolio of R&D clients and their claims, including client relationship and workflow management
• Client liaison on technical R&D claim matters, including financial analysis and technical interviews
• Prepare and review tax relief claims and advice
• Ensure procedures are followed taking account of legislative changes, and institute and HMRC guidance

Staff Management and development

• Liaison with Partners and Directors
• Appraisals/monitor staff performance,
• On the job training for junior staff on a one-to-one basis
• Dealing with staff questions
• Work collaboratively with peers in team and across firm to ensure joined up approach

Practice Development

• Involved in business development activities/profile raising locally
• Actively use network of established relationships to drive new business opportunities and cross referral of services
• Able to take advantage of marketing/PR opportunities

Compliance

• Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant

Qualifications

• Qualified accountant (ACA) and/or tax advisor (CTA)
• Significant corporate tax experience gained within the profession and/or industry
• Technically capable tax adviser who is able to manage complex client work
• Demonstrable experience of managing people and clients
• Existing business development skills and appetite to grow business
• Project management experience
• Experience of dealing with senior stakeholders both internally and externally

Key Competencies

• Client focus - ability to deliver consistently excellent client service.
• Commercial awareness - delivers value to client and team profitability.
• Teamwork - organises and supports others.
• Good communicator - both written and oral.
• Problem solving - positive attitude to solving problems and delivering outcomes.
• Enthusiastic and keen business developer.
• Excellent organisation skills.

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.