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Private Client Tax Associate

2 weeks ago

Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Limited Full time

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

We are seeking a motivated and ambitious Part-Qualified Private Client Tax Associate to join our dynamic team in Cambridge. This is a fantastic opportunity to work with an impressive portfolio of private clients, providing tax compliance and advisory services to high-net-worth individuals, families, and trusts.

You will be working closely with an experienced team of tax professionals and gaining exposure to complex tax matters within a supportive and collaborative environment.

As an Associate, your responsibilities will include:

  • Assist in the preparation of tax returns for high-net-worth individuals, partnerships, and trusts.
  • Provide tax compliance and advisory support to clients on a range of matters, including income tax, capital gains tax, inheritance tax, and trust taxation.
  • Conduct research on complex tax issues and assist in preparing bespoke tax planning strategies.
  • Liaise directly with clients, building strong working relationships while ensuring the highest level of service.
  • Support senior team members in the management of client portfolios and the execution of tax planning projects.
  • Contribute to the efficient delivery of tax services, ensuring deadlines and quality standards are met.
  • Develop your technical tax knowledge and gain hands-on experience in a wide range of private client tax matters.
Qualifications

Skills and Experience

To be successful in this role, you should:

  • Part-qualified ACA, ATT, or equivalent qualification by experience.
  • Previous experience in private client tax, ideally within a similar firm or practice. Trust and or partnership tax and accounting experience would be particularly useful.
  • A solid understanding of UK personal tax legislation, including trusts, estates, and inheritance tax.
  • Strong attention to detail, with excellent organisational and time management skills.
  • Effective communication skills, with the ability to build relationships with clients and colleagues.
  • Motivated and eager to learn, with the ability to handle multiple tasks and meet deadlines.
Additional Information

As a colleague here at S&W you will have access to benefits that include:

  • Private medical insurance
  • Life assurance
  • Pension contribution
  • 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.

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