Senior Manager
3 weeks ago
Job Title: Senior Manager
Job Summary:
We are seeking a highly skilled Senior Manager to join our Private Client Tax team at Evelyn Partners. As a Senior Manager, 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.
Key Responsibilities:
- Manage a portfolio of personal clients with complex tax affairs.
- Assist Partners and Directors with tax planning initiatives, including succession planning through trusts and corporate structures.
- Liaise with other service lines to deliver work to clients.
- Oversee compliance and 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.
Qualifications:
- Significant experience gained within another professional services firm.
- Sound knowledge and understanding of private client tax issues.
- Proven technical knowledge and capability to communicate complex messages to clients.
- Ability to demonstrate experience in tax planning and advisory projects, as well as managing complex compliance issues.
- People management and organisational experience.
- Qualified Chartered Accountant and/or Chartered Tax Adviser.
Benefits:
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model.
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
We are proud to value the differences that a diverse workforce brings and are committed to providing a workspace where all colleagues feel respected and can achieve their full potential.
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