Senior Manager

3 weeks ago


Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

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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