Tax Advisory Associate Director

4 weeks ago


Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

Evelyn Partners, the UK's leading integrated wealth management and professional services group, is seeking a highly skilled Tax Advisory Associate Director to join their Private Client Tax team. With over 186 years of experience, the company offers a wide range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

The ideal candidate will have a strong background in tax planning and advisory projects, with experience working with high net worth individuals, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts. They will be responsible for managing a portfolio of personal clients, leading client relationships, and attending meetings and projects for new and potential clients.

The successful candidate will have a sound knowledge of private client tax issues, people management, and organizational experience. They will be a qualified Chartered Accountant and/or Chartered Tax Adviser, with a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, and generous holiday package.

Key Responsibilities:

  • Manage a portfolio of personal clients with complex tax affairs
  • Lead client relationships and attend meetings and projects for new and potential clients
  • Take ownership of advisory projects and deliver high-quality results

Requirements:

  • Significant experience working across tax planning/advisory projects
  • Experience gained within another professional services firm
  • People management and organizational experience
  • Qualified Chartered Accountant and/or Chartered Tax Adviser

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