Private Client Tax Senior Manager

Tunbridge Wells | S&W

Join a firm with a long-standing reputation and a bold future. At S&W, we work alongside businesses and individuals to simplify complexity, uncover opportunities, and create solutions that deliver real impact. Since 1881, we have built trusted relationships across generations, and today we are proud to be one of the UK’s top 10 fastest-growing accountancy firms.

Our strength comes from combining deep technical expertise with ambition, insight, and a clear sense of purpose. Across tax, accountancy, advisory, assurance, corporate finance, and restructuring, we help our clients overcome challenges, unlock potential, and achieve exceptional results.

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The Opportunity

We are looking for an experienced Private Client Tax Senior Manager to join our growing and ambitious team in Tunbridge Wells.

This is an exciting opportunity to work with a diverse and sophisticated client base, including high-net-worth individuals, entrepreneurs, business owners, partnerships, trusts, and internationally mobile individuals. You will play a key role in delivering both advisory and compliance services, while working closely with Partners, Directors, and colleagues across the wider S&W business.

If you are looking for a role that offers complex client work, leadership responsibility, and the opportunity to contribute to business growth, this could be the ideal next step in your career.

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What You’ll Be Doing

As a Private Client Tax Senior Manager, you will take ownership of a varied portfolio and support clients with complex personal tax affairs. You will also have the opportunity to shape planning strategies, strengthen client relationships, and support the ongoing development of junior team members.

Key Responsibilities

• Manage a portfolio of private clients with complex tax matters, including:

• HNWIs

• Entrepreneurs

• Partnerships

• Trusts

• Work closely with Partners and Directors on advisory and planning projects

• Lead or support tax planning initiatives, including:

• Succession planning

• Trust and corporate structuring

• Capital gains tax planning

• Inheritance tax matters

• Collaborate with other service lines to deliver joined-up solutions for clients, including accounts and corporate tax

• Review and oversee compliance work and core advisory tasks prepared by junior team members

• Build and maintain strong client relationships, acting as a trusted point of contact

• Identify opportunities for new and existing business, supporting the growth of the private client offering

• Mentor, guide, and develop junior colleagues, providing timely feedback and encouraging both technical and personal growth

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What We’re Looking For

We are seeking a confident and commercially aware tax professional with strong technical capability and a genuine interest in delivering high-quality client service.

Skills and Experience

• Significant experience dealing with a broad range of private client tax matters within a professional services environment

• Strong technical knowledge across complex private client tax issues

• Proven ability to communicate technical matters clearly to clients and stakeholders

• Experience working on tax planning and advisory projects, alongside managing complex compliance matters

• Demonstrated people management and organisational skills

• A proactive approach with the enthusiasm to develop business development capabilities

Professional Qualifications

• ACA and/or CTA qualified

• Chartered Accountant and/or Chartered Tax Adviser

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Why Join S&W?

At S&W, you will be part of a collaborative and forward-thinking firm where your expertise is valued and your career development is supported. We are committed to helping our people thrive in an environment that encourages ambition, learning, and progression.

What You Can Expect

• Exposure to a broad and interesting client portfolio

• The opportunity to work on complex and rewarding advisory assignments

• Support from a highly experienced and collaborative team

• A platform to develop your leadership and business development skills

• A growing firm environment with strong career progression opportunities

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Benefits

We offer a competitive and comprehensive benefits package designed to support your wellbeing, professional development, and work-life balance.

• Competitive salary

• Private medical insurance

• Life assurance

• Pension contribution

• Hybrid working model (role dependent)

• Generous holiday allowance

• Option to buy additional holiday

• Shared parental leave

• Fully funded training towards professional qualifications

• Cycle to work scheme

• Season ticket loan

• Eye care support

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Our Commitment to Inclusion

At S&W, we believe the best workplaces are built on respect, inclusion, and opportunity for all. We value the perspectives and strengths that a diverse workforce brings, and we are committed to creating an environment that reflects the society we live in and the clients we serve.

We support this through active employee resource groups and a broad range of diversity, equity, and inclusion initiatives across the firm. Our aim is to ensure every colleague, regardless of identity, background, or circumstance, feels respected, supported, safe, and able to reach their full potential.

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Accessibility and Adjustments

We are happy to make reasonable adjustments throughout the application process to support your needs. If there is anything we can do to assist, please let your recruiter know.

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Apply to Succeed with S&W

If you are an experienced private client tax professional ready to take on a senior leadership role within a dynamic and growing firm, we would love to hear from you.

Join S&W in Tunbridge Wells and help clients navigate complexity, unlock opportunity, and achieve extraordinary outcomes.