Senior Private Client Tax Consultant

3 weeks ago

Salisbury, Wiltshire, United Kingdom evelyn Partners Full time

Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish.

We provide a comprehensive suite of financial and professional services tailored for individuals, family trusts, professional intermediaries, charities, and businesses.

Join us in our commitment to democratizing access to quality financial advice, as we believe that everyone deserves the opportunity to receive sound guidance throughout their financial journey.

Our remarkable growth and innovation are fueled by our core principles of Personalization, which emphasizes understanding our clients' unique needs, and Performance, showcasing our extensive expertise to achieve outstanding results.

Discover more about us and explore available career opportunities here:
Wealth, accountancy and business advisory services | Evelyn Partners

Are you interested in becoming part of one of the largest accountancy firms in the region? Join a welcoming team that fosters collaboration within a Private Client Tax setting.

Our office is conveniently located, just a short walk from the train station, in a charming market town known for its expertise in Landed Estates and rural businesses.

As part of our team, you will oversee a portfolio of personal clients with intricate tax matters, including high-net-worth individuals (HNWIs) focusing on Landed Estates, agricultural clients, entrepreneurs, partnerships, and trusts.

Your role will involve assisting Partners and Directors with tax planning initiatives, such as succession planning through trusts and corporate structures, while also addressing capital gains and inheritance tax considerations.

Key Responsibilities:

  • Manage complex compliance issues and tax planning/advisory projects.
  • Demonstrate leadership in people management and organizational tasks.
  • Possess substantial experience from a professional services firm, with a solid understanding of various private client tax matters.

Qualifications:

  • Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.

We offer a competitive salary along with benefits such as:

  • Private medical insurance
  • Life assurance
  • Pension contributions
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

At Evelyn Partners, we actively promote diversity, equity, and inclusion through various employee resource groups and initiatives across the organization.

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