Private Client Tax Manager

1 month ago

Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

Company Description

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.

Read more about us and available career opportunities here:

Wealth, accountancy and business advisory services | Evelyn PartnersCareers | Evelyn Partners

Job Description

What will you be doing?

We're seeking a talented person to join our growing Private Tax team in Salisbury, where you will manage a wide ranging portfolio of clients within the Private tax and Corporation tax space.

The Tax Manager will join an experienced team of 40 where they will have a portfolio of approximately 180 clients within the agricultural space ranging from local personal clients and HNWIs up to the larger Landed estates throughout the UK.

As a Tax Manager, your responsibilities will include among others

  • Managing a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts.
  • Assisting Partners and Directors in, and where appropriate, lead tax planning projects such as succession planning using trusts and corporate structures, capital gains and inheritance tax issues
  • Manage HMRC enquiries and disclosures and dealing with HMRC correspondence of both compliance and advisory nature
  • Responsible for billing and monitoring budgets
  • Review compliance and basic advisory work prepared by more junior members of staff
  • Assist with managing junior members of staff including helping them with technical and personal development

Qualifications

To be successful in this role, you should have

  • Significant relevant experience gained within a professional services firm.
  • Sound knowledge of private client tax issues and dealing with 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 organizational

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:

  • 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

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.

  • Private Client Tax Assistant Manager

    1 month ago

    Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Company Description 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...

  • Private Client Solicitor

    4 weeks ago

    Salisbury, Wiltshire, United Kingdom Grist Legal Recruitment Full time

    Private Client Lawyer An established law firm with over 50 employees has a requirement for a Private Client Lawyer to join their West Wiltshire office as part of a busy Private Client department. The department advise clients on a wide range of matters to include wills, probate, estate administration, tax, trusts, lasting powers of attorney and inheritance...

  • Private Client Solicitor

    3 months ago

    Salisbury, Wiltshire, United Kingdom Grist Legal Recruitment Full time

    Private Client Lawyer An established law firm with over 50 employees has a requirement for a Private Client Lawyer to join their West Wiltshire office as part of a busy Private Client department. The department advise clients on a wide range of matters to include wills, probate, estate administration, tax, trusts, lasting powers of attorney and inheritance...

  • Private Client Lawyer

    2 months ago

    Salisbury, Wiltshire, United Kingdom Grist Legal Recruitment Full time

    Private Client LawyerAn opportunity has arisen in a Salisbury law firm to work with an exciting and progressive wills and probate team in a firm which continues to grow. The Private Client Lawyer will be an enthusiastic and motivated lawyer. The Firm A successful private practice with a number of offices strategically placed and offering a comprehensive...

  • Private Client

    4 weeks ago

    Salisbury, Wiltshire, United Kingdom TSR Legal Full time

    Private Client / Probate Lawyer - Salisbury TSR Legal are proud to be working with a distinguished firm that prides itself on a culture of excellence and a commitment to client satisfaction. A dynamic and growing practice is seeking a dedicated Probate Lawyer to enhance their private client team in Salisbury. This role is designed for those who value...

  • Private Client

    2 months ago

    Salisbury, Wiltshire, United Kingdom TSR Legal Full time

    Private Client / Probate Lawyer - Salisbury TSR Legal are proud to be working with a distinguished firm that prides itself on a culture of excellence and a commitment to client satisfaction. A dynamic and growing practice is seeking a dedicated Probate Lawyer to enhance their private client team in Salisbury. This role is designed for those who value...

  • Private Client Partner

    4 weeks ago

    Salisbury, Wiltshire, United Kingdom TSR Legal Full time

    Private Client Senior Associate | Partner - SwindonWe are seeking a Private Client Senior Associate / Partner for a highly-rated Swindon firm. The firm acts on a broad range of work but with a heavy emphasis on high-value trusts, tax and estates work for HNW clients. There is now an opportunity for a Senior Associate / Partner to join a respected Legal 500...

  • Private Client Solicitor

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Austen Lloyd Limited Full time

    PRIVATE CLIENT SOLICITOR - SUCCESSFUL PRACTICE - WILTSHIREPrivate Client Solicitor - 1-3 PQEAn exciting new opportunity as arisen for an experienced Private Client Solicitor to join their well established and thriving team within a highly reputable firm in Wiltshire.The firm is thriving and due to their success they looking to expand their private client...

  • Private Client Solicitor

    6 days ago

    Salisbury, Wiltshire, United Kingdom JMC Legal Recruitment Full time

    Private Client Solicitor Position Available at a Devizes-Based Law FirmAn esteemed law firm situated in Devizes is actively seeking a highly skilled Private Client Solicitor to join their team. With a longstanding history of serving the community, this firm is renowned for delivering top-tier legal services and personalized client care.About the Firm:This...

  • Private Client Solicitor

    4 days ago

    Salisbury, Wiltshire, United Kingdom Austen Lloyd Full time

    PRIVATE CLIENT SOLICITOR - SUCCESSFUL PRACTICE - WILTSHIREPrivate Client Solicitor - 1-3 PQEAn exciting new opportunity as arisen for an experienced Private Client Solicitor to join their well established and thriving team within a highly reputable firm in Wiltshire.The firm is thriving and due to their success they looking to expand their private client...

  • Private Client Fee Earner

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Clear IT Recruitment Limited Full time

    Our client, a regional law firm, are recruiting for an ambitious and experienced, Private Client Solicitor for their established Salisbury, Hampshire office. The role offers a large amount of hybrid working.The firm are seeking a qualified and experienced Private Client Solicitor of 2+PQE with a very high standard of output in all areas of your work, a...

  • Private Client Solicitor 7+PQE

    4 days ago

    Salisbury, Wiltshire, United Kingdom TSR Legal Full time

    Private Client Senior Associate | SwindonWe are seeking a Private Client Senior Associate for a highly-rated Swindon firm. The firm acts on a broad range of work but with a heavy emphasis on high-value trusts, tax and estates work for HNW clients. There is now an opportunity for a Senior Associate to join a respected Legal 500 private client firm with...

  • Private Client

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Motus Full time

    Private Client Senior Associate – CheltenhamThe FirmOur client is a well-established and leading firm in the Cotswolds region, with a practice which successfully combines high quality commercial and private client services. The firm advises a broad range of local, regional, national and international clients.One of the key reasons for the firm's continuing...

  • Private Client

    3 months ago

    Salisbury, Wiltshire, United Kingdom Motus Full time

    Private Client Senior Associate – Cheltenham (with hybrid working)The FirmOur client is a well-established and leading firm in the Cotswolds region, with a practice which successfully combines high quality commercial and private client services. The firm advises a broad range of local, regional, national and international clients.One of the key reasons for...

  • Private Client

    3 months ago

    Salisbury, Wiltshire, United Kingdom Motus Full time

    Private Client Senior Associate – CheltenhamThe FirmOur client is a well-established and leading firm in the Cotswolds region, with a practice which successfully combines high quality commercial and private client services. The firm advises a broad range of local, regional, national and international clients.One of the key reasons for the firm's continuing...

  • Private Client

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Motus Recruitment Full time

    Senior Associate | Private Client | Leading Law Firm | Cheltenham (with hybrid working)| Senior Associate Level Salary The Firm:Join this well-established and leading firm, which:successfully combines high quality commercial and private client servicesadvises a broad range of local, regional, national and international clientshas one of the strongest private...

  • New Private Client Senior Associate

    4 weeks ago

    Salisbury, Wiltshire, United Kingdom TSR Legal Full time

    TSR Legal are working in partnership with an award winning law firm who are looking for an ambitious and driven Private Client Partner / Solicitor with at least 7 plus years pqe, to join their firm and make their mark in their Cirencester teamYou will be joining a Legal 500 firm who represent regional and national clients that put their trust in them, many...

  • New Private Client Senior Associate

    1 month ago

    Salisbury, Wiltshire, United Kingdom TSR Legal Full time

    TSR Legal are working in partnership with an award winning law firm who are looking for an ambitious and driven Private Client Partner / Solicitor with at least 7 plus years pqe, to join their firm and make their mark in their Cirencester teamYou will be joining a Legal 500 firm who represent regional and national clients that put their trust in them, many...

  • Private Client Solicitor 2+ PQE, Wiltshire

    2 months ago

    Salisbury, Wiltshire, United Kingdom Chadwick Nott Full time

    Private Client Solicitor 2+ PQELocation: Wiltshire This well established team is looking for an experienced Private Client solicitor due to growth within the team. The team deal with a wide range of private client matters including Probate and Estate administration, Wills, Tax, LPA's, COP, Trusts Farming and agriculture estate planning matters and more.The...

  • Private Client Solicitor 2+ PQE, Wiltshire

    4 weeks ago

    Salisbury, Wiltshire, United Kingdom Chadwick Nott Full time

    Private Client Solicitor 2+ PQELocation: Wiltshire This well established team is looking for an experienced Private Client solicitor due to growth within the team. The team deal with a wide range of private client matters including Probate and Estate administration, Wills, Tax, LPA's, COP, Trusts Farming and agriculture estate planning matters and more.The...