Private Client Tax Specialist

3 weeks ago


Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time
About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We pride ourselves on delivering exceptional results to our clients through our core values of Personal and Performance.

Job Summary

We are seeking an experienced Associate Director to join our advisory team in a Private Client Tax environment. As a key member of our team, you will work on planning opportunities and deliver results for a diverse portfolio of clients.

Key Responsibilities
  • Manage a portfolio of personal clients with complex tax affairs, including HNWIs, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts.
  • Take ownership of advisory projects, attend client meetings, and manage client projects.
  • Lead client relationships and be involved in meetings and projects for new and potential clients.
  • Significant experience working across tax planning/advisory projects.
  • Experience gained within another professional services firm with a sound knowledge of private client tax issues.
  • People management and organizational experience.
  • Qualified Chartered Accountant and/or Chartered Tax Adviser.
What We Offer
  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.


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