Private Client Tax Manager

4 weeks ago

Bristol, Bristol, United Kingdom Evelyn Partners Full time
About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.

We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Job Description

We are seeking a talented individual to join our Private Client Tax team in Bristol.

This role will provide tax compliance and advisory services for a wide range of private clients, including individuals, trusts, private companies, and family offices.

Key Responsibilities
  • Manage a portfolio of clients, including sole traders, partners, high net worth individuals, non-UK domiciliaries, non-UK residents, partnerships, and trusts.
  • Identify potential advisory opportunities and manage projects to deliver exceptional client service.
  • Liaise with partners and demonstrate strong management skills, including appraisals, staff performance monitoring, on-the-job training, and dealing with staff questions.
  • Manage the administration of client portfolios, ensuring compliance, accounts, tax returns, and tax computations are accurate and up-to-date.
  • Prepare reports for clients, attend client meetings, and respond to ad-hoc questions and inquiries regarding their personal tax affairs.
  • Provide exceptional client service and maintain regular contact with client teams.
Requirements
  • Experience gained within a professional services firm.
  • Good knowledge of personal tax compliance and ideally some exposure to planning and advisory work.
  • Ability to plan workload and prioritize tasks to meet conflicting deadlines and cope with pressure.
  • Good written communication skills to draft correspondence with clients and HMRC.
  • Excellent interpersonal skills to liaise with clients and other staff members.
  • Customer focus on meeting deadlines and responding to client needs.
Benefits
  • 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.

We value diversity and are committed to creating an inclusive workplace where all colleagues feel respected and valued. We welcome applications from candidates with diverse backgrounds and experiences.

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