S&W a top ten UK accountancy and advisory firm. Since 1881, we've worked with our clients to unlock opportunities and navigate the challenges of a changing world. As a trusted partner, we bring clarity to clients with complex requirements, shaping solutions that make a difference. Offering a broad range of services spanning business and private client tax advice, assurance and business services and a suite of advisory and digital services, we work with clients to understand their needs, uncover value and support every stage of business and of life. We believe this is how we can best support our clients' growth.
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.
Job Purpose
This role will provide corporate tax compliance and advisory services for a wide range of business clients.The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance to Directors/Partners in both client work and in the management of the group. You will be involved in special assignments and advisory projects on an ad hoc basis. A key part of the role requires the individual to actively seek, and keep the Partner informed about any new business opportunities arising at existing and new clients.
Key Responsibilities
- Client work
- Undertake "ad-hoc" consultancy work
- Manage portfolio of complex cases, both advisory and compliance
- Give exceptional client service and be responsible for maintaining regular contact with client team
- Need to keep up to date technically
- Budgeting and monitoring compliance fees
- Staff Management and Development
- Liaison with Partners
- Appraisals/monitor staff performance
- On the job training/mentoring for junior staff on a one-to-one basis, including technical and procedural matters
- Compliance
- Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant
- Ensuring department KPIs are met around billing and recovery targets
- Personal Development (Technical & Other)
- Reading; internal meetings; internal and external seminars and courses
- Awareness/interest in what other parts of the firm can do, to encourage cross-referrals
- Practice Development
- Assist Partners and Directors with marketing activities/approaches
Skills, Experience & Qualifications
- Significant corporate tax experience gained within the profession and or industry
- Technically capable tax adviser who is able to assist in complex client work
- Demonstrable experience of managing people
- Appetite to grow business development skills
- Strong IT skills Required
Professional Qualifications and Education
- Qualified accountant (ACA/ACCA/CA) and/or tax advisor (CTA) or international equivalent.
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 deliver outcomes.
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.
What We Do
As top 10 fastest growing UK accounting and advisory firm, we’ve been there, as a trusted partner, helping businesses and individuals meet challenges and seize opportunities across generations.
In a world that is constantly evolving we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that really make a difference.
Since 1881, we’ve been a trusted partner, building a legacy on expertise, simplicity, and an unrelenting commitment to client success.
It is our vision to be the go-to professional services firm for growing businesses and private clients who have complex, diverse needs. Our specialists provide an extensive range of services from tax and accountancy, to assurance and financial advisory services.
We are a business built on expertise, driven by ambition, and defined by our purpose - helping businesses and individuals both in the UK and internationally navigate challenges and seize opportunities.
