Private Client Tax
2 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.
Located centrally within Tunbridge Wells, our office at Brockbourne House offers convenient access to key transportation routes, such as the A26 motorway and Tunbridge Wells Railway Station. Additionally, we provide on-site parking facilities. Situated at the heart of the town, we are within walking distance of a wealth of amenities, including cafes, restaurants, shops, and green spaces.
We pride ourselves on fostering a supportive and inclusive environment, prioritising learning, and development to nurture your career ambitions. Joining our team means gaining exposure to a diverse range of clients, industries, and projects, enabling both experience and knowledge growth. With a commitment to internal progression, combined with our continuous growth, there is ample opportunities for promotion.
Are you a seasoned Tax Professional ready to take the next step in your career ? We're seeking a talented individual to join our team as a Private Client Tax Associate Director.
Provide strategic taxplanning and advisory services to high net worth individuals and families
Lead and mentor a team of tax professionals, providing guidance and support
stay abreast of tax laws and regulations, applying knowledge to deliverm innovative solutions to clients
collaborate with cross functional teams to deliver comprehensive tax strategies and solutions.
Qualified Tax Advisor and/or Chartered Accountant
Significant private client tax experience gained within a professional practice.
Demonstrable knowledge of private client tax and associated professional advice.
Demonstrable experience of delivering tax planning/advisory projects.
Demonstrable experience of developing new business into profitable long-term client relationships.
Team and project management skills.
Private medical insurance
Life assurance
Pension contribution
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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