Private Client Tax Manager

1 month ago

Tunbridge Wells, Kent, 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 Partners
and Careers | Evelyn Partner

Why Evelyn Partners Tunbridge Wells

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

Would you like to be part of a truly collaborative team both within PCTS and across the wider team in Tunbridge Wells and be able to work in a friendly local office with the support of colleagues across the wider Evelyn Partner business?

As an Evelyn Partners Private Client Tax Manager you will work with all Assistant Managers, Associate Directors and Directors in the team across their portfolio and will benefit from having a diverse vast array of people to learn from.

Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity execs and their families.

Nicola MacAulay our Director in Private Client Tax in Royal Tunbridge Wells office has recorded an audio clip discussing the team and its ambitions. Nicola also shares how this office has its own personality whilst having the benefits and opportunities from being part of a much larger organsation. Click here
to listen.

Key responsibilities:

  • You will take responsibility for delivering work to clients in line with agreed timelines and budgets.
  • You will be managing a client portfolio reviewing the work of junior team members.
  • Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
  • Monitoring of WIP and drafting fee notes
  • Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
  • Developing the more junior team including providing timely feedback and assisting them with technical and personal development

Qualifications

Essential requirements and qualifications

  • You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.
  • You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
  • Ability to think beyond the technical elements of your work and consider the client's overall landscape.
  • Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues.
  • People management and organisational experience
  • Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA/CTA

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.

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