Private Client Tax Specialist

4 days ago


Bristol, Bristol, United Kingdom Evelyn Partners Full time
Tax Advisory Services

We are seeking an experienced Private Client Tax Specialist to join our team in Bristol. In this role, you will provide tax compliance and advisory services to private clients, including individuals, trusts, and private companies.

About Evelyn Partners

Evelyn Partners is a leading professional services firm that delivers high-quality tax advice and support to private clients. Our team is dedicated to providing exceptional service and ensuring that our clients receive tailored solutions to their unique needs.

Key Responsibilities
  • Provide tax compliance and advisory services to private clients
  • Conduct research and analysis to inform tax advice
  • Draft reports and correspondence with clients and HMRC
  • Liaise with clients and other staff members to ensure seamless communication
Requirements

To be successful in this role, you will need:

  • Experience gained within a professional services firm
  • Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work
  • Strong written and verbal communication skills
  • Ability to work under pressure and manage multiple tasks simultaneously
Salary and Benefits

The salary for this role is £65,000 - £85,000 per annum, depending on experience. We also offer a range of benefits, including private medical insurance, life assurance, pension contribution, and a generous holiday package.



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