Private Client

4 weeks ago

Lane Cornwall, 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.
We provide an award-winning service for our clients by employing the best people. 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 team member to join our Private Tax team in Salisbury, which is responsible for a delivering annual tax compliance work for a wide ranging portfolio of clients.
As an Assistant Manager you will be part of the delivery team that works on client compliance and client planning work as well as yearly routine checks and practice development. This is a fantastic opportunity for a newly qualified tax professional to build their career in a growing team.
Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
Answering client ad-hoc questions and enquiries in respect of their personal tax affairs
 
 
 
Planning and Organising - Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.
Team work - Provide link in chain to supervise staff members below and support Directors above.
Experience gained within a professional services firm.
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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