Senior Manager

2 weeks ago

Salisbury, Wiltshire, United Kingdom https:jobs-redefined.cositemap Full time

Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our award-winning service is driven by our core values of Personal and Performance, delivering first-class results for our clients. We're seeking a Senior Manager to join our Private Client Tax team, managing a portfolio of complex tax affairs and working closely with Partners and Directors to deliver tax planning initiatives.

Key Responsibilities
  • Manage a portfolio of personal clients with complex tax affairs, including HNWIs, agricultural clients, and entrepreneurs.
  • Assist Partners and Directors with tax planning initiatives, including succession planning and addressing capital gains and inheritance tax concerns.
  • Liaise with other service lines to deliver work to clients, including Accounts and Corporate Tax.
  • Maintain strong relationships with clients and support senior members of the team to identify opportunities for new work.
Requirements
  • Significant experience gained within a professional services firm, with a sound knowledge and understanding of private client tax issues.
  • 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 - ACA / CTA.
What We Offer
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

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