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Private Client Tax Manager or Senior Manager.
4 months ago
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; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here: Wealth, accountancy and business advisory services / Evelyn Partners and Careers / Evelyn Partners
Overall responsibility for a group of clients, with excellent technical expertise in your field.
- Contribution to management of staff members.
- Ensuring excellent client service whilst minimising conduct risk.
- Contributing to the management of your department.
Provide excellent client service at all times and ensure that the customer experience is a priority across your team and that services provided are in line with the group's Conduct Risk framework.
• Ensure efficient, high quality pro-active and timely execution of advice and services for your clients.
• Contribute to business strategy where relevant to help ensure that decisions put the client first and are commercially viable.
• Assist your Head of Department (HoD) with PR for your field of expertise.
• Responsible for marketing and business development activities for your field of expertise as agreed with your HoD.
Quality control, compliance and risk management
• Ensure compliance with the group's internal procedures so as not to expose the group to unacceptable levels of risk.
• Report complaints and potential PI issues for your team/direct reports in line with the group's complaints procedures.
Financial Management
• In conjunction with a relevant partner, monitor and manage chargeable hours, utilisation, recoveries, WIP, billing and lock up for you and your team, ensuring where possible lock up is kept to a minimum and clients are billed regularly.
• Alongside relevant partner, hold regular financial performance reviews with your direct reports in respect of your client portfolio.
• Inform partner promptly of all WIP and bad debt provisions or any other material issues affecting the financial performance of the department.
• Ensure compliance with the Delegated Authority Limits and any other relevant policies in respect of WIP and debtor management.
Staff Management & Development
• Responsible for the day-to-day management of direct reports.
• Conduct annual development reviews (ADRs) for your direct reports.
• Act as mentor and help to develop talent in line with the TBS talent programme.
• Ensure that you help to develop strong management and leadership skills in your direct reports.
• Ensure your direct reports are developed in accordance with their ADRs and talent development plans.
• In conjunction with your HoD, manage, counsel and develop your direct reports with a view to maximising their work potential (in terms of their skills, knowledge and experience, management style and client
Planning and Organising - Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.
Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
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. Videos To Watch
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