About the job
At S&W Group, we empower our clients to flourish by demystifying complexities, unveiling new pathways, and crafting impactful solutions. As one of the UK's fastest-growing accountancy firms, established in 1881, we have been a reliable partner for businesses and individuals, addressing challenges and seizing opportunities through generations.
Anchored in profound expertise and driven by our ambition, we offer a comprehensive suite of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. Our mission is clear—to guide clients through challenges, unlock their potential, and help them achieve extraordinary outcomes.
Join Our Private Client Tax Team
Our Private Client Tax Services team assists a diverse clientele with their tax concerns. Serving over 6,000 private tax clients and 1,500 trusts, our client base includes high-net-worth families, entrepreneurs, business owners, and family enterprises.
As a member of our team, you will support clients in fulfilling their tax compliance obligations, communicate with HMRC on their behalf, and provide strategic advice to meet both their short and long-term objectives. This may involve preparing tax returns, managing repayment claims, computations, accounts, and handling correspondence from HMRC.
Your Role
Within our Private Client Tax team, you will gain hands-on experience by advising on tax-efficient strategies and assisting clients with financial planning while pursuing your studies.
We promote rapid progression within our team, granting responsibilities from an early stage. By your second year, you will take on a more senior position with smaller clients and assist in supervising new trainees. As your experience expands, opportunities may arise to engage in various projects such as control reviews and due diligence.
Throughout your training contract, you will work towards the ATT/CTA qualifications and achieve a government-recognized Level 7 professional qualification, honing essential soft skills valued in the professional services sector.
You will commence your studies for your first professional exams shortly after joining, rapidly enhancing your knowledge to support your departmental work. With guidance from an esteemed provider and a qualified team with similar experiences, you will have the resources and support needed to succeed in your exams.
Key Responsibilities
- Engaging with clients and third parties to gather necessary information
- Preparing basic tax returns and repayment claim forms
- Advising clients on upcoming tax liabilities and related matters
- Assisting in the creation of tax advice for clients, involving technical tax research and strategic planning

