Private Client Tax Associate Director

1 month ago


Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time
Private Client Tax Associate Director

We are seeking a highly skilled and experienced Private Client Tax Associate Director to join our team at Evelyn Partners. As a key member of our advisory team, you will be responsible for managing a portfolio of personal clients with complex tax affairs, including HNWIs, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts.

Your key responsibilities will include:

  • Managing advisory projects and attending client meetings
  • Developing and maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work
  • Providing timely feedback and assisting junior team members with technical and personal development

We are looking for someone with significant experience working across tax planning and advisory projects, gained within another professional services firm. You will have a sound knowledge and understanding of a variety of private client tax issues and be a qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).

As a colleague at Evelyn Partners, you will have access to a range of benefits, including a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday. We are committed to providing a workspace where all colleagues feel respected and valued, and we welcome applications from diverse candidates.



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