Senior Private Client Tax Specialist

4 weeks ago


Bristol, Bristol, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is the UK's leading integrated wealth management and professional services group, offering a wide range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We strive to provide an award-winning service for our clients by employing the best people. Our core values of Personal, Partnership, and Performance drive our exceptional track record of growth and innovation.

Job Summary

We're seeking a highly skilled individual to join our Private Client Tax team in Bristol. As a Private Client Tax Manager, you'll provide tax compliance and advisory services for a diverse range of private clients, including individuals, trusts, private companies, and family offices.

Responsibilities

  1. Manage a portfolio of clients, including sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, partnerships, and trusts
  2. Identify advisory opportunities and manage projects to deliver exceptional client service
  3. Liaise with Partners, demonstrating strong management skills, including appraisals, staff performance monitoring, and on-the-job training for junior staff
  4. Manage the administration of client portfolios, ensuring compliance, accounts, tax returns, and tax computations
  5. Prepare reports for clients, attend client meetings, and respond to questions and inquiries regarding their personal tax affairs

Requirements

  1. Experience gained within a professional services firm
  2. Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work
  3. Ability to plan workload and prioritize tasks to meet deadlines and cope with pressure
  4. Good written communication skills to explain technical issues to clients and HMRC
  5. Excellent interpersonal skills to liaise with clients and staff
  6. 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


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