Private Wealth and Family Office Tax, Associate Director
7 days ago
Job Description What will you be doing? S&W has been serving families and those with significant private wealth since 1881. Across the world and over generations, our advice and services help families protect and pass on their wealth and values. We provide expert, practical and flexible support as individual as the families we serve. From creation, controls and governance to accounting, tax and technology, our family office experts provide the specialist support families need in the way they want. We can even act as your family office, providing comprehensive services. Each family office is served by a small, dedicated team and lead expert coordinating services from across S&W’s specialists. We build long‑term relationships and a detailed knowledge of each family’s history, dynamics, goals and wealth, including both personal and business assets. We’re seeking a talented individual to join our Private Wealth & Family Office tax team in Guildford at a Senior Manager or Associate Director level. As Associate Director in Private Client tax, your responsibilities will include among others: Manage a portfolio of personal clients with complex tax affairs, focusing on non‑UK domiciled individuals, HNWIs, and some trusts Day to day responsibility for meeting both client and compliance deadlines, monitoring time limits and elections Leading tax planning projects such as non‑domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issues Manage HMRC enquiries together with any disclosures to HMRC via the worldwide disclosure facility or the offshore disclosure unit Responsible for billing and monitoring budgets Assist with managing junior member of staff including helping them with technical and personal development Engage in personal business development activities and support business development activities of the team Qualifications To be successful in this role, you should have: Significant private client tax experience gained within a professional practice ACA / CTA Qualification Demonstrable knowledge of private client tax and associated professional advice Demonstrable experience of delivering tax planning / advisory projects Demonstrable experience of managing and developing client relationshipsDemonstrable experience of developing new business into profitable long‑term client relationships Team and project management skills Benefits 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. #J-18808-Ljbffr
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Guildford, United Kingdom SW Group Full timeA private wealth advisory firm located in Guildford is looking for a Senior Manager or Associate Director to join their Private Wealth & Family Office tax team. The ideal candidate will manage complex tax affairs for high-net-worth individuals and possess significant experience in private client tax. Key responsibilities include leading tax planning...
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Guildford, United Kingdom S&W Full timePrivate Wealth and Family Office Tax, Associate Director 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...
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Guildford, Surrey, United Kingdom SW Group Full time £96,000 - £120,000 per yearCompany 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...
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Guildford, United Kingdom S&W Full timePrivate Wealth and Family Office Associate Director 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. 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...
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Private Wealth Tax Director
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Guildford, United Kingdom S&W Full timeA leading accountancy firm based in Guildford is looking for a Senior Manager or Associate Director in the Private Wealth and Family Office tax team. Responsibilities include managing complex client portfolios, leading tax planning projects, and assisting with junior staff development. The ideal candidate should have significant experience in private client...
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Senior Private Wealth
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Guildford, United Kingdom S&W Full timeA leading accounting firm in Guildford is seeking a Private Wealth and Family Office Associate Director to manage complex tax affairs for high-net-worth individuals. The candidate will lead tax planning projects, manage client relationships, and support junior staff. This role offers a competitive salary, hybrid working model, and generous benefits package...
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Associate Director, Private Wealth Tax
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Guildford, United Kingdom SW Group Full timeA leading financial advisory firm in Guildford is seeking a talented Associate Director in Private Client tax. You will manage complex tax affairs for high-net-worth individuals, oversee compliance, and lead tax planning projects. The ideal candidate will have significant experience in private client tax, ACA/CTA qualifications, and proven client...
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Private Client Tax Associate Director
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Private Client Tax Associate Director
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Private Client Tax Associate Director
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Guildford, United Kingdom Michael Page Full timeJoin one of the UK's top 50 accountancy firms in a senior advisory role focused on private client tax services. As an Associate Director, you'll provide expert tax advisory solutions while managing and developing junior team members.Client DetailsJoin a well-established and rapidly growing top 50 accountancy firm in the Guildford area. With private equity...
