Tax Advisory Director
3 weeks ago
Private Client Tax Advisory Role
Evelyn Partners is seeking a highly skilled Tax Advisory Director to join our Private Client Tax team. As a key member of our team, you will be responsible for managing a portfolio of personal clients with complex tax affairs, including HNWIs, agricultural clients, entrepreneurs, partnerships, and trusts.
Key Responsibilities:
- Manage a portfolio of personal clients with complex tax affairs
- Take ownership of advisory projects, attend and run client meetings, and run client projects
- Maintain strong relationships with clients and support senior members of the team to identify opportunities for new work
- Develop the more junior team, providing timely feedback and assisting with technical and personal development
Requirements:
- Significant experience working across tax planning/advisory projects
- Experience gained within another professional services firm, with a sound knowledge and understanding of various private client tax issues
- People management and organisational experience
- Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA
What We Offer:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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