Graduate Programme, Private Client Tax -… at SW Group · Birmingham

Job Description

Why Start Your Career at S&W?

Starting your career is about more than just a job. It's about the people you learn from, the relationships you build and the experiences that shape you. Whether that's passing an exam, achieving a personal milestone or celebrating success with your colleagues, you'll be part of a team that's invested in your growth, celebrates your achievements and supports you to be yourself.

At S&W, you'll be given meaningful responsibility from the start, alongside the support and guidance needed to help you succeed. You'll learn from experienced colleagues, develop valuable professional skills and build confidence as your career progresses.

As one of the UK's fastest-growing accountancy and advisory firms, we offer a balance of opportunity and support. You'll learn from people at every level of the business, gain exposure to a variety of clients, industries and experiences, and develop the skills, knowledge and confidence needed to build a successful career.

No previous experience in accountancy, finance or professional services is required. We're looking for people with the right attitude and potential to succeed. If you're curious, eager to learn and ready to challenge yourself, we'll provide the training, support and opportunities to help you make the most of your potential.

The Private Client Tax Team at S&W

Our Private Client Tax Services team works with a wide range of individuals, families and business owners, helping them navigate important decisions and manage their tax affairs with confidence. With over 6,000 private clients and 1,500 trusts, you'll gain experience supporting everyone from entrepreneurs and family businesses to high-net-worth individuals and multi-generational families.

What sets S&W apart is the breadth and depth of our private client practice. You'll work on complex, varied and often long-standing client relationships, gaining exposure to a diverse range of technical and advisory work early in your career while developing a deep understanding of your clients' personal and business circumstances.

What Will You Be doing?

As part of our Private Client Tax team, you'll gain exposure to a wide range of individuals, families, entrepreneurs and business owners, supporting them with everything from tax compliance to complex planning and advisory matters. You'll work closely with clients, colleagues and HMRC, developing a strong understanding of tax legislation and how it applies to real-life situations. From day one, you'll take on meaningful responsibility, building technical expertise, commercial awareness and client relationship skills while contributing to work that has a direct impact on our clients' personal and financial goals.

Alongside your client work, you'll study towards the ATT and CTA as part of a Level 7 professional programme. With structured training, dedicated study support and guidance from experienced colleagues, you'll develop the technical, analytical and interpersonal skills needed to build a successful career as a trusted tax adviser.

Your work will include:

• Liaising with clients and third parties to obtain information and build an understanding of their circumstances and objectives.
• Preparing tax returns and repayment claims, ensuring clients meet their compliance obligations accurately and on time.
• Helping clients understand their upcoming tax liabilities and the tax matters that may affect them.
• Assisting with the preparation of client advice, including technical tax research, strategic planning and drafting reports and recommendations.
• Corresponding with clients, HMRC and other third parties by phone, email and letter to support the delivery of high-quality client service.

To Be Successful in This Role

You'll be someone who:

• Is curious, eager to learn and open to new challenges
• Enjoys working with others and building positive relationships
• Has a keen eye for detail and enjoys solving problems
• Is proactive and looks for ways to make a positive contribution
• Takes ownership of their development and is motivated to achieve their goals

You'll also need to:

• Be committed to working towards the Level 7 ATT/CTA Tax Pathway professional qualification
• Have obtained or be predicted a minimum 2:2 degree, in any discipline
• A Level: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies
• GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths

No previous experience in accountancy, finance or professional services is required.

Your Learning & Development

We'll support you throughout your qualification journey with a leading UK training provider, dedicated study time and practical experience that complements your learning.

You'll join as part of a cohort and benefit from a strong support network that includes experienced colleagues, a buddy and our Learning & Development team. From your first day, you'll have people around you to guide you, answer questions and help you make the most of every opportunity.

As a Colleague at S&W, You'll Have Access to Benefits That Include

• Fully funded training towards professional qualifications
• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Cycle to work scheme
• Season ticket loan
• Eye care support
• Shared parental leave

Our Commitment to Inclusion

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 workspace 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.

IMPORTANT NOTES FOR COMPLETING YOUR APPLICATION

When you click on the 'I'm interested' button, you'll be taken to your profile page. We're currently updating it, but in the meantime:

• We can only accept one application to any of our programmes in a recruitment season. If you're unsuccessful, you'll need to wait until the following recruitment season to reapply.
• Under the Resume (CV) section, uploading a document is mandatory; however, it will not be formally reviewed.