Private Client Tax Specialist

3 weeks ago

Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time
About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of over 186 years of experience in helping individuals, family trusts, professional intermediaries, charities, and businesses thrive.

Our Core Values

We are driven by our core values of Personal, Performance, and Professionalism, which guide our approach to delivering exceptional results for our clients.

Our Team

Our team of experts is dedicated to providing comprehensive tax strategies and solutions to our clients, with a focus on private client tax issues, including complex capital gains tax and inheritance tax matters.

What We Offer
  • 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
About the Role

We are seeking a Private Client Tax Associate Director to join our team, who will work with Assistant Managers, Managers, and Directors across their portfolio, and benefit from a diverse range of clients, industries, and projects.

The successful candidate will have significant experience gained within another professional services firm, with a sound knowledge and understanding of private client tax issues, and the ability to communicate complex messages to clients.

They will also have proven expertise in developing new business into profitable long-term client relationships, and people management and organisational experience.

As a qualified Chartered Accountant and/or Chartered Tax Adviser, the successful candidate will be able to demonstrate technical knowledge and capability to communicate complex messages to clients, and ask the right questions to deliver tax planning and advisory projects.

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