Senior Manager

3 weeks ago

Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time
Job Title: Senior Manager

We are seeking a highly skilled Senior Manager to join our Private Client Tax team at Evelyn Partners. As a Senior Manager, you will play a key role in managing a portfolio of personal clients with complex tax affairs, including HNWIs, Landed Estates, agricultural clients, entrepreneurs, Partnerships, and Trusts.

Key Responsibilities:
  • Manage a portfolio of personal clients with complex tax affairs, including HNWIs, Landed Estates, agricultural clients, entrepreneurs, Partnerships, and Trusts.
  • Assist Partners and Directors with tax planning initiatives, such as succession planning through trusts and corporate structures, and address capital gains and inheritance tax concerns.
  • Liaise with other service lines to deliver work to clients, including Accounts & Corporate Tax work.
  • Oversee compliance and fundamental advisory tasks completed by junior staff members.
  • Maintain strong relationships with clients and support senior members of the team to identify opportunities for new work.
  • Develop the more junior team, providing timely feedback and assisting with technical and personal development.
Requirements:
  • Significant experience gained within another professional services firm, with a sound knowledge and understanding of a variety of private client tax issues.
  • Proven technical knowledge and capability to communicate complex messages to clients, with the ability to ask the right questions.
  • Ability to demonstrate experience in tax planning/advisory projects, as well as managing complex compliance issues.
  • People management and organisational experience.
  • Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.
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.

We are committed to providing a workspace where all colleagues feel respected and valued, regardless of identity, background, or circumstance. We welcome applications from diverse candidates and are happy to make reasonable adjustments to accommodate needs throughout the application process.

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