Business Tax Senior/ Assistant Manager

3 weeks ago


Tunbridge Wells Kent, United Kingdom Evelyn Partners Group 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.
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.
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. With a commitment to internal progression, combined with our continuous growth, there is ample opportunities for promotion.
This role will provide tax compliance and advisory services for a wide range of business clients.
The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance primarily to Managers and Senior Managers in supporting with the delivery of client work. You will be involved in special assignments and advisory projects on an ad hoc basis.
Undertake “ad-hoc” consultancy work
Drive the delivery of advisory and compliance services on a day to day basis
Demonstrate an ability to manage client accounts and relationships
Budgeting and monitoring compliance fees
Staff Management and Development
Liaison with more senior members of the team, including Partners and Directors where required
On the job training/mentoring for junior staff on a one-to-one basis, including technical and procedural matters
Compliance
Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant
Ensuring department KPIs are met around billing and recovery targets
Support the team, as required, in any marketing and business development activities

Relevant tax experience gained within the profession or industry
Technically capable tax adviser who is able to assist in complex client work
Strong IT skills including practical knowledge of Microsoft Office packages; Outlook, Word, Excel and PowerPoint
Starting to gain staff management/mentoring/supervisory experience
Ability to motivate staff to ensure best performance.
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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