Private Client Tax Assistant Manager at Evelyn Partners

Southampton, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

22 Jul, 26

Salary

0.0

Posted On

23 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax compliance, Tax advice, HMRC enquiries, Tax computations, Client portfolio management, Supervision, Financial reporting, Budget monitoring, Technical knowledge, Communication, Microsoft Office, Outlook, Word, Excel, PowerPoint

Industry

Financial Services

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. Job Description What will you be doing? We’re seeking a talented individual to join our Private Client Tax team in either Newcastle or Southampton, which is responsible for managing the compliance and tax advice process for a client allocation. Supervise tax staff, assisting with client work and deal with technical and administrative issues. As an Assistant Manager, your responsibilities will include among others Prepare tax returns and in some cases review tax returns Manage HMRC enquiries and draft or review HMRC correspondence Responsibility for compliance work on clients and monitor time limits and elections for compliance portfolio Prepare complex tax computations and supervise preparation of simple tax computations Prepare reports for clients in relation ad hoc advisory matters Responsible for billing and monitoring budgets Knowledge share and maintain technical knowledge by attending internal training sessions Ensure relevant client deadlines are met and S&W procedures are adhered to Assist the partners with fee quotes and growing the business Qualifications To be successful in this role, you should have: ACA and/or CTA qualification Knowledge of Private Client and Partnership Tax and some planning experience Strong IT skills including practical knowledge of Microsoft Office packages; Outlook, Word, Excel and PowerPoint Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner. Good inter-personal skills to be able to liaise with clients and other staff members Desired Some tax advisory experience Evidence of managing a small client portfolio 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. Office Location: Newcastle (Queens Lane)

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Responsibilities

The Assistant Manager will supervise tax staff and manage the compliance and tax advice process for a designated client portfolio. Responsibilities include preparing and reviewing tax returns, handling HMRC enquiries, and assisting partners with fee quotes and business growth.