Assistant Manager - Private Clients Tax (Trusts)

As an Assistant Manager - Private Clients Tax (Trusts) at S&W, your main responsibilities will include delivering high-quality services to a portfolio of Trust clients, ensuring all aspects of tax compliance, overseeing accounts, and preparing tax returns and tax computations. Additionally, you will identify planning opportunities and respond to client inquiries, all while supporting junior staff and contributing to practice development.

To qualify for the Assistant Manager - Private Clients Tax (Trusts) position at S&W, you should hold an ACA, CTA, STEP, or equivalent qualification. Experience within a professional services firm is preferred, alongside a strong knowledge of personal tax compliance and ideally some exposure to planning and advisory work.

S&W is committed to your professional growth. As an Assistant Manager - Private Clients Tax (Trusts), you will have access to fully funded training towards professional qualifications, along with opportunities for mentoring and career advancement within our supportive environment, helping you unlock your full potential.

S&W offers a competitive salary along with a range of attractive benefits for the Assistant Manager - Private Clients Tax (Trusts) role, including private medical insurance, life assurance, a generous holiday package, pension contributions, and a hybrid working model, all designed to support your well-being and work-life balance.

A successful Assistant Manager - Private Clients Tax (Trusts) at S&W should possess strong interpersonal skills to effectively liaise with clients and team members, excellent written and oral communication abilities, and the capability to manage workloads to meet deadlines. A proactive approach to client service and a genuine desire to support your team are also key qualities.

When discussing your experience, focus on specific examples of cases you've managed, detailing the processes involved in compliance work and any challenges you overcame. Highlight your understanding of tax laws and your ability to apply them in a real-world context to showcase your competency for the role.

Demonstrate your strategic thinking by discussing your methods for analyzing clients' financial situations. You might outline how you stay updated on tax legislation, use analytical tools to gather insights, and collaborate with clients to understand their goals, all aiming to provide tailored planning solutions.

Share specific techniques that have worked for you, such as developing a prioritization matrix based on deadlines and client urgency, or using project management software. Emphasize your organizational skills and ability to remain flexible to shift priorities as needed.

Select a real experience where you faced a complex tax issue. Explain the steps you took to analyze the situation, consult with colleagues if necessary, and communicate effectively with the client to reach a resolution, showcasing your problem-solving skills and client relationship management.

Discuss your approach to communication which may include simplifying complex tax jargon, providing regular updates, and creating comprehensive reports. Highlight the importance of active listening and adapting your communication style to meet the client's understanding level.

In your response, share your experience in mentoring. Highlight the methods you use to guide junior team members, such as providing direct training, offering constructive feedback, and encouraging them to take on new challenges, underlining your leadership capabilities.

Convey your passion for working in Trust taxation by discussing your interest in how Trusts play a vital role in estate planning and asset management. You might also mention how you find satisfaction in helping clients navigate complex tax issues and secure their financial legacy.

Describe your proactive efforts to stay informed about tax law changes, which might include subscribing to professional publications, attending industry seminars and webinars, and participating in professional organizations focusing on tax compliance and planning.

Illustrate your ability to handle tough conversations gracefully. Explain the situation, how you prepared for the discussion, the approach you took to communicate the news clearly, and how you worked towards developing a solution to address the client's concerns.

Elaborate on the importance of collaboration in tax work, discussing how you enjoy working closely with colleagues to ensure comprehensive client service. You could share examples of collaborative projects or your experiences in team problem-solving, reflecting on the significance of diverse perspectives.