Partnerships Tax Manager
2 months ago
Office Location: London (Gresham Street)
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.
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.
As a Partnership Senior Tax Manager you will be part of the private client tax team working on tax advisory and tax compliance services to professional practices and the partners of those firms
Review complex tax returns, tax computations, tax reserves and tax payment schedules.
Manage HMRC enquiries, with support from our tax disputes team, where necessary.
Day to day responsibility for large compliance clients.
Monitoring time limits and elections for compliance portfolio.
Review HMRC correspondence of compliance and advisory nature.
Assist Partners in, and where appropriate, lead tax planning projects.
Responsible for timely billing and monitoring budgets.
Delegate tasks and review work from junior team members.
Training and development
Attend internal training sessions.
Act as coach for junior team members.
Appraise and provide feedback for junior team members.
Prepare and present technical training sessions.
Engage in personal business development activities and support business development activities of the team.
Compliance
Business Development.
Assist the Partners with fee quotes and growing the business.
Join the mentor scheme to help the development of their career.
Significant partnership and private client tax experience gained within the professional services and or industry.
Technically capable tax adviser who is able to assist in complex client work.
Appetite to grow business development skills.
Planning and Organising: must be able to plan workload in order to prioritise to meet conflicting deadlines and cope with pressure. Private medical insurance
Life assurance
Pension contribution
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.
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