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Employer Solutions
4 months ago
- Full-time
- Office Location: London
Evelyn Partners is the UK’s leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership , working with our clients in a joined-up, collaborative way; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.
Our team operates from the Evelyn Partners head office, fostering collaboration among 1,600 colleagues in a modern environment.
We prioritise audit quality through regular training sessions and social events to encourage best practice sharing and teamwork. Additionally, our office is divided into smaller pastoral care teams to foster relationships and ensure a supportive culture, emphasising wellbeing.
Purpose of Role:
To lead the delivery of complex advisory and compliance projects relating to the design and implementation of employee share schemes and other incentive plans, including associated tax and compliance requirements.
Key responsibilities:
- Act as trusted adviser and engage with clients on wider commercial and strategic issues
- Lead a portfolio of complex advisory and compliance accounts
- Give exceptional client service, taking the lead in managing and developing client relationships
- Technically strong
- Identifying new opportunities and leading on business development initiatives
Staff management and development
- Managing a team of practitioners from Associate through to Associate Director grades
- Work collaboratively with peers in team and across firm to ensure joined up approach
- Involved in business development activities/profile raising locally
- Delivering technical expertise and input to the wider practice
- Able to identify market and client opportunities through the publication of legislative changes, delivering thought leadership where appropriate
Personal development (technical & other)
- Internal and external seminars and courses
- Reading
- Internal meetings
Education/Qualifications :
- Educated to degree level or equivalent.
- A relevant qualification (such as being a chartered accountant) is desirable, although not essential.
Key Experience/Skills:
- Extensive experience in the design and implementation of employee share schemes, including associated UK tax and reporting requirements. History of providing these services in a range of sectors and for a number of purposes, including for accounting, tax and commercial purposes.
- Technically capable tax adviser who is able to manage complex client work.
- Demonstrable experience of managing people and clients.
- Strong business development skills and appetite to grow the business.
- Experience of dealing with senior stakeholders both internally and externally.
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners 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.
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