Private Client Tax Manager or Senior Manager.
4 weeks ago
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 and Careers / Evelyn Partners
Manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on private equity executives, entrepreneurs and trusts.
Day to day responsibility for meeting both client and compliance deadlines, monitoring time limits and elections
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
Responsible for billing and monitoring budgets
Review compliance and basic advisory work prepared by more junior members of staff
Assist with managing junior member of staff including helping them with technical and personal development
Present at technical training sessions
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.
People management and organizational
Qualified Chartered Accountant and/or Chartered Tax Adviser
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. Videos To Watch
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