Private Client Tax Associate Director

4 weeks ago


Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time
Private Client Tax Associate Director

We are seeking a highly skilled and experienced Private Client Tax Associate Director to join our team at Evelyn Partners. As a key member of our advisory team, you will be responsible for managing a portfolio of personal clients with complex tax affairs, including HNWIs, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts.

Your key responsibilities will include:

  • Managing advisory projects and attending client meetings
  • Developing and maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work
  • Providing technical and personal development support to junior team members

As a Private Client Tax Associate Director, you will have significant experience working across tax planning and advisory projects, with a sound knowledge and understanding of private client tax issues. You will also have people management and organisational experience, and be a qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

We offer a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday. We are committed to providing a safe, supportive, and inclusive environment for all colleagues, and welcome applications from diverse candidates.



  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Private Client Tax Associate DirectorWe are seeking a highly skilled and experienced Private Client Tax Associate Director to join our team at Evelyn Partners. As a key member of our advisory team, you will be responsible for managing a portfolio of personal clients with complex tax affairs, including HNWIs, landed estates, agricultural clients,...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Private Client Tax Associate DirectorWe are seeking a highly skilled and experienced Private Client Tax Associate Director to join our team at Evelyn Partners. As a key member of our advisory team, you will be responsible for managing a portfolio of personal clients with complex tax affairs, including HNWIs, landed estates, agricultural clients,...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Private Client Tax Associate DirectorWe are seeking a highly skilled and experienced Private Client Tax Associate Director to join our team at Evelyn Partners. As a key member of our advisory team, you will be responsible for providing expert tax advice to our clients, managing complex tax affairs, and leading client relationships.Key Responsibilities:Manage...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Private Client Tax Associate DirectorWe are seeking a highly skilled and experienced Private Client Tax Associate Director to join our team at Evelyn Partners. As a key member of our advisory team, you will be responsible for providing expert tax advice to our clients, managing complex tax affairs, and leading client relationships.Key Responsibilities:Manage...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Evelyn Partners is seeking a highly experienced Private Client Tax Associate Director to join their team. As a key member of the advisory team, you will work on planning opportunities and deliver for a wide-ranging portfolio of clients. Your key responsibilities will include managing a portfolio of personal clients with complex tax affairs, HNWIs with a...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We pride ourselves on delivering exceptional results to our clients through our core values of Personal and Performance.Job SummaryWe are seeking an experienced Associate Director to join our advisory team in a...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We pride ourselves on delivering exceptional results to our clients through our core values of Personal and Performance.Job SummaryWe are seeking an experienced Associate Director to join our advisory team in a...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Unlock 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.We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Unlock 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.We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our...


  • Salisbury, Wiltshire, United Kingdom https:jobs-redefined.cositemap Full time

    Job DescriptionEvelyn Partners is a 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.As an...


  • Salisbury, Wiltshire, United Kingdom https:jobs-redefined.cositemap Full time

    Job DescriptionEvelyn Partners is a 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.As an...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Unlock Your Potential as a Private Client Tax Associate DirectorElevate your career with Evelyn Partners, a leading accountancy practice, and become part of a dynamic team that thrives in a Private Client Tax environment. Our office is conveniently located in the heart of a charming market town, just a 13-minute walk from Salisbury Train station.As a Private...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Unlock Your Potential as a Private Client Tax Associate DirectorElevate your career with Evelyn Partners, a leading accountancy practice, and become part of a dynamic team that thrives in a Private Client Tax environment. Our office is conveniently located in the heart of a charming market town, just a 13-minute walk from Salisbury Train station.As a Private...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Unlock Your Potential with Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, boasting over 186 years of experience in helping individuals and businesses thrive. Our comprehensive range of financial and professional services caters to individuals, family trusts, professional intermediaries, charities,...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Unlock Your Potential with Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, boasting over 186 years of experience in helping individuals and businesses thrive. Our comprehensive range of financial and professional services caters to individuals, family trusts, professional intermediaries, charities,...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Evelyn Partners, the UK's leading integrated wealth management and professional services group, is seeking a highly skilled Tax Advisory Associate Director to join their Private Client Tax team. With over 186 years of experience, the company offers a wide range of financial and professional services to individuals, family trusts, professional intermediaries,...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Private Client Tax Services Trainee PositionWe are seeking a highly motivated and ambitious individual to join our Private Client Tax Services team as a trainee. As a member of this team, you will be responsible for providing tax advice and support to clients from diverse backgrounds, including high-net-worth families and individuals, entrepreneurs, and...


  • Salisbury, Wiltshire, United Kingdom https:jobs-redefined.cositemap Full time

    Unlock Your Potential as a Tax ManagerEvelyn Partners is a leading integrated wealth management and professional services group, boasting over 186 years of experience in helping individuals and businesses thrive. Our extensive range of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and...


  • Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our award-winning service is driven by our core values of Personal and Performance, offering expert advice based on a deep understanding of our clients' needs and delivering first-class results.As a...


  • Salisbury, Wiltshire, United Kingdom https:jobs-redefined.cositemap Full time

    Unlock Your Potential in Private Client TaxEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our award-winning service is built on a foundation of expertise, innovation, and a passion for delivering exceptional results.Our MissionWe believe that...