Private Client Tax Junior Manager

3 weeks ago


Gresham Norfolk, 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
To manage your own portfolio of clients, working with Directors/Partners or alone on complex consultancy and advisory projects with a primary focus on the International Private Client Tax market.
The role will also entail managing the compliance for the complex clients in your portfolio and helping to grow and manage the wider team.
Staff management and development
Appraisals/monitor staff performance
On the job training for junior staff on a one-to-one basis
Able to take advantage of marketing/PR opportunities
Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant
Qualified tax adviser (CTA) and/or accountant (ACA/CA)

Significant International Private Client Tax experience gained within the profession and/or industry
Technically capable tax adviser who is able to manage complex client work
Project management experience
Experience of dealing with senior stakeholders both internally and externally
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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