Manager, Planning and Performance

3 weeks ago

London, 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
As a Trust Manager you will be part of the delivery team to ensure that the annual tax compliance work is completed and to start to identify planning opportunities and work in a team delivering for a wide ranging portfolio of clients.
Delivering high quality service to clients & attendance at client meetings
Reviewing of Trust accounts, Trust returns, inheritance tax returns.
Advising Trusts on distributions and Tax regimes and managing the client relationship
Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations.
Ensuring Evelyn Partners procedures on annual tax cycle are complied with collating and maintaining client information
Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
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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