Private Client Tax Manager

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.

What will you be doing? We're seeking a talented individual to join our Private Client Tax Team in Edinburgh. It's our vision to be the go-to professional services firm for sophisticated businesses and private clients with complex needs and our success hinges on our people. We are a team of highly skilled and passionate professionals, who are empowered to achieve their career aspirations, as we continue to build our business. As Manager, your responsibilities will include among others

• Responsibility for delivering work to clients in line with agreed timelines and budgets.
• Managing a client portfolio reviewing the work of junior team members.
• Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
• Monitoring of WIP and drafting fee notes
• 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 To be successful in this role, you should
• Be a qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA
• 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 dealing with complex capital gains tax and inheritance tax matters.
• Have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
• Possess the ability to think beyond the technical elements of your work and consider the client's overall landscape.
• Demonstrate experience of delivering tax planning/advisory projects as well as managing complex compliance issues.
• Have people management and organisational experience 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