Assistant Manager

3 weeks ago

Newcastle upon Tyne, United Kingdom Evelyn Partners 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.
Read more about us and available career opportunities here:  Wealth, accountancy and business advisory services | Evelyn Partners
We’re seeking a talented individual to join our Tax team in Newcastle.
As a Assistant Manager in the Business Tax team, you will be responsible for providing 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 to Directors/Partners in both client work and in the management of the group. You will be involved in special assignments and advisory projects on an ad hoc basis.
Undertake “ad-hoc” consultancy work
Budgeting and monitoring compliance fees
Staff Management and Development
Appraisals/monitor staff performance
On the job training/mentoring for junior staff on a one-to-one basis, including technical and procedural matters
Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant
Ensuring department KPIs are met around billing and recovery targets
Significant corporate tax experience gained within the profession and or industry
Technically capable tax adviser who is able to assist in complex client work
Qualified accountant (ACA/ACCA/CA) and/or tax advisor (CTA)
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.

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