Senior Manager
4 weeks ago
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.
- 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.
- 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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