Private Client Tax Services, Associate Director

We’re seeking a talented individual to join our Private Client Tax Services team in Cambridge. You will be joining a dynamic team with a diverse and impressive portfolio of clients, many with complex and interesting affairs. Known for its Landed Estates and rural businesses specialism the team act as truly trusted advisers for a number of notable families.

What will you be doing?

As an Associate Director your responsibilities will include among others

• You will work with a varied portfolio of personal clients with complex tax affairs, HNWIs, agricultural clients, entrepreneurs, Partnerships and Trusts.
• You will assist Partners and Directors with, and when suitable, take the lead on tax planning initiatives like succession planning through trusts and corporate structures, as well as addressing capital gains and inheritance tax concerns.
• Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
• Oversee compliance and fundamental advisory tasks completed by junior staff members.
• Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
• Developing the more junior team including providing timely feedback and assisting them with technical and personal development

Qualifications

Skills and Experience

• You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues. Preferably experience working with rural clients and landed estates.
• You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
• Ability to demonstrate experience in tax planning/advisory projects as well as managing complex compliance issues.
• People management and organisational experience
• Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA

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.