Private Client Tax Manager

1 week ago

Tunbridge Wells, Kent, United Kingdom Evelyn Partners Fund Solutions Limited Full time

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.

Located centrally within Tunbridge Wells, our office at Brockbourne House offers convenient access to key transportation routes, such as the A26 motorway and Tunbridge Wells Railway Station. Additionally, we provide on-site parking facilities. Situated at the heart of the town, we are within walking distance of a wealth of amenities, including cafes, restaurants, shops, and green spaces.

We pride ourselves on fostering a supportive and inclusive environment, prioritising learning, and development to nurture your career ambitions. Joining our team means gaining exposure to a diverse range of clients, industries, and projects, enabling both experience and knowledge growth. Collaboration is key to our success; our team actively share insights and learnings to ensure continuous improvements. With a commitment to internal progression, combined with our continuous growth, there is ample opportunities for promotion.

Job Description

We are seeking a forward thinking Private Client Tax Manager to join our collaborative close knit team based in Tunbridge Wells . If you looking for a role focusing on Private Client work and are keen to grow and develop with the team around you then this could be the role for you.

Key Responsibilities

  • Manage a portfolio of personal clients with complex tax affairs, high net worth individuals with a focus on private equity executives, entrepreneurs, and trusts.
  • Proactively liaise with clients on advisory matters & maintain strong client relationships.
  • Assisting Partners and Directors in, and where appropriate, by leading tax planning projects such as succession planning using trusts and corporate structures, capital gains and inheritance tax issues
  • Assist with managing junior member of staff including helping them with technical and personal development. You will have access to a pool of Associates and Assistant Managers who will be responsible for preparing the work and getting first drafts ready for you to review.
  • Stay abreast of tax laws and regulations, applying knowledge to deliverinnovative solutions to client.
Qualifications

Key Skills and Experience

  • Significant private client tax experience gained within a professional practice.
  • knowledge of private client tax issuesand dealingwith complex capital gains tax and inheritance tax matters.
  • Demonstrable experience of delivering tax planning/advisory projects.
  • Demonstrable experience of managing complex compliance issues.
  • People management and organisational

Professional Qualifications and Education

  • Qualified Chartered Accountant and/or Chartered Tax Adviser
Additional Information

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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