S&W Partners is 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.
What will you be doing?
To provide our clients with first class service in regard to all aspects of end-to-end financial due diligence and SPA advice. To manage teams, by supporting recruitment, retention and development of individuals. Develop new relationships and nurture existing relationships to win work directly and be a key influence to support partners in winning work.
As Director - Transaction Services, your responsibilities will include among others
Client work
- Taking ownership for project management and reporting on engagements
- Day to day contact for the client during the assignment
- Ensuring the completion of client take on processes and other risk management procedures
- Drafting and agreeing scopes of work
- Preparation of budgets and management of WIP and negotiation of fees
- Directing the key aspects of the review: analysing, reviewing and commenting on historical and forecast trading results and trends ; SPA advice
- Reviewing / drafting the report and other client deliverables
- Management of the team and review their work
- Liaising with other lines of service eg tax, and review of their output
Supervision
- Delegation and oversight of work to junior staff, reviewing and challenging their output;
- Appraisals/monitor staff performance
- Motivation and development of staff; assistance with recruitment
- On the job training for junior staff on a one-to-one basis
- Taking the lead on internal initiatives
- Key influence on building the brand
Business development and marketing
- Preparing pitch documents
- Driving the development and execution of business development initiatives
- Developing expertise in niche industry sectors
- Building new networks and developing relationships
- Maintaining and nurture client relationships
- Winning work directly and be a key influence alongside other partners for winning new work
To be successful in this role, you should
- Extensive experience and knowledge of Transaction Services
- Demonstrable experience in business development, with a proven track record of winning new clients and developing commercial relationships
- Educated to degree level or equivalent
- A relevant professional qualification, for example Chartered Accountant or Corporate Finance Diploma is desirable although not essential
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.
Top Skills
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.
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