Private Client Tax Assistant Manager
3 weeks ago
Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. We offer a comprehensive range of financial and professional services to our clients, and we're committed to delivering exceptional results.
As a Private Client Tax Assistant Manager, you'll be part of our Guildford Private Client Tax team, working with a diverse portfolio of clients, including OMBs, HNIs, Partners in Partnerships, Non-Doms, and Sole Traders. Your primary responsibility will be to deliver annual tax compliance work and identify planning opportunities for your clients.
Key Responsibilities- Prepare tax returns for a portfolio of clients, including sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, and partnerships.
- Ensure the administration of the portfolio is completed, including all aspects of compliance, accounts, tax returns, and tax computations.
- Manage WIP and client billing.
To succeed in this role, you'll need:
- Experience gained within a professional services firm.
- Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
We're proud to offer a range of benefits, including:
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We value diversity and inclusion, and we're committed to creating a workplace that reflects the diversity of our clients and the communities we serve. We have a range of employee resource groups and diversity, equity, and inclusion initiatives in place to support this goal.
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Guildford, Surrey, United Kingdom Evelyn Partners Full time{"h2":"Private Client Tax Assistant Manager Role at Evelyn Partners ","p":"At Evelyn Partners, we're dedicated to providing exceptional wealth management and professional services to individuals, family trusts, and businesses. As a Private Client Tax Assistant Manager, you'll be part of our Guildford Private Client Tax team, working with a diverse range of...
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Private Client Tax Assistant Manager
1 month ago
Guildford, Surrey, United Kingdom Evelyn Partners Full time{"h2":"Private Client Tax Assistant Manager Role at Evelyn Partners ","p":"At Evelyn Partners, we're dedicated to providing exceptional wealth management and professional services to individuals, family trusts, and businesses. As a Private Client Tax Assistant Manager, you'll be part of our Guildford Private Client Tax team, working with a diverse range of...
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Guildford, Surrey, United Kingdom Evelyn Partners Full timeUnlock Your Potential with Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our mission is to empower people with good advice, regardless of their financial situation.Join Our Guildford Private Client Tax TeamWe're seeking a talented...
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