Private Client Tax Assistant Manager

3 days ago

Forty Green, United Kingdom Evelyn Partners Full time
About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We pride ourselves on delivering exceptional service to our clients by employing the best people.

Our Mission

We believe that everyone deserves access to good advice, regardless of their financial situation. Our mission is to place the power of good advice into more hands.

Our Values

We are driven by our core values of Personal and Performance. We offer advice based on a true understanding of what matters to our clients and demonstrate a breadth and depth of advice expertise to deliver first-class results.

Beaconsfield Private Client Tax Team

Our Beaconsfield Private Client Tax team is a close-knit group of professionals who work together to deliver exceptional results. We pride ourselves on our collaborative approach and our ability to work together to achieve our goals.

Job Summary

We are seeking a Private Client Tax Assistant Manager to join our team. As a Private Client Tax Assistant Manager, you will be the first point of contact for a portfolio of individuals, partnerships, and trust clients. You will work in liaison with your colleagues to deliver annual tax compliance work and identify planning opportunities.

Key Responsibilities
  • Preparation of Tax returns for a portfolio of clients including sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, partnerships, and trusts.
  • Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns, and tax computations.
  • Management of WIP and client billing.
  • Experience gained within a professional services firm.
  • Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
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.
Employee Resource Groups

We have a wide range of highly active employee resource groups and are delivering multiple diversity, equity, and inclusion initiatives across the organisation.

  • Private Client Solicitor

    2 days ago

    Knotty Green, United Kingdom QED Legal Full time

    Private Client Solicitor OpportunityQED Legal is seeking an experienced Private Client Solicitor to join their busy team in Beaconsfield, Bucks. The ideal candidate will have 2 to 5 years post-qualifying experience in a relevant area of practice and be proficient in handling a caseload including Probate and Administration of Estates, Wills, Lasting Powers of...

  • Private Client Solicitor

    2 days ago

    Knotty Green, United Kingdom QED Legal Full time

    Private Client Solicitor OpportunityQED Legal is seeking an experienced Private Client Solicitor to join their busy team in Beaconsfield, Bucks. The ideal candidate will have 2 to 5 years post-qualifying experience in a relevant area of practice and be proficient in handling a caseload including Probate and Administration of Estates, Wills, Lasting Powers of...

  • Private Client Solicitor

    1 week ago

    Knotty Green, United Kingdom qed legal Full time

    {"title": "Private Client Solicitor Opportunity", "subtitle": "Join a reputable law firm in Beaconsfield, Bucks", "content": "We are seeking an experienced Private Client Solicitor to join our busy team at QED Legal in Beaconsfield, Bucks. As a Private Client Solicitor, you will have the opportunity to work with a well-established and highly reputable law...

  • Private Client Solicitor

    1 week ago

    Knotty Green, United Kingdom qed legal Full time

    {"title": "Private Client Solicitor Opportunity", "subtitle": "Join a reputable law firm in Beaconsfield, Bucks", "content": "We are seeking an experienced Private Client Solicitor to join our busy team at QED Legal in Beaconsfield, Bucks. As a Private Client Solicitor, you will have the opportunity to work with a well-established and highly reputable law...

  • Private Client Solicitor

    1 week ago

    Knotty Green, United Kingdom qed legal Full time

    {"title": "Private Client Solicitor Opportunity", "subtitle": "Join a reputable law firm in Beaconsfield, Bucks", "content": "We are seeking an experienced Private Client Solicitor to join our busy team at QED Legal in Beaconsfield, Bucks. As a Private Client Solicitor, you will have the opportunity to work with a well-established and highly reputable law...

  • Private Client Solicitor

    1 week ago

    Knotty Green, United Kingdom qed legal Full time

    {"title": "Private Client Solicitor Opportunity", "subtitle": "Join a reputable law firm in Beaconsfield, Bucks", "content": "We are seeking an experienced Private Client Solicitor to join our busy team at QED Legal in Beaconsfield, Bucks. As a Private Client Solicitor, you will have the opportunity to work with a well-established and highly reputable law...

  • Private Client Solicitor

    1 week ago

    Knotty Green, United Kingdom qed legal Full time

    {"title": "Private Client Solicitor Opportunity", "subtitle": "Join QED Legal's busy private client team", "content": "We are seeking an experienced Private Client Solicitor to join our busy team at QED Legal. As a Private Client Solicitor, you will be responsible for handling a caseload of probate and administration of estates, wills, lasting powers of...

  • Private Client Solicitor

    1 week ago

    Knotty Green, United Kingdom qed legal Full time

    {"title": "Private Client Solicitor Opportunity", "subtitle": "Join QED Legal's busy private client team", "content": "We are seeking an experienced Private Client Solicitor to join our busy team at QED Legal. As a Private Client Solicitor, you will be responsible for handling a caseload of probate and administration of estates, wills, lasting powers of...

  • Private Client Solicitor

    7 days ago

    Colliers Green, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Private Client Locum OpportunityWe are seeking an experienced Private Client Locum to provide ongoing cover for one of our esteemed client firms in Tenterden. This is a fantastic opportunity to work with a reputable client and contribute to their Private Client caseload.The RoleProvide ongoing Private Client cover for our client firm in TenterdenWork on a...

  • Private Client Solicitor

    7 days ago

    Colliers Green, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Private Client Locum OpportunityWe are seeking an experienced Private Client Locum to provide ongoing cover for one of our esteemed client firms in Tenterden. This is a fantastic opportunity to work with a reputable client and contribute to their Private Client caseload.The RoleProvide ongoing Private Client cover for our client firm in TenterdenWork on a...

  • Private Client Solicitor

    6 days ago

    Knotty Green, United Kingdom qed legal Full time

    {"title": "Private Client Solicitor Opportunity", "subtitle": "Join QED Legal's busy private client team", "content": "We are seeking an experienced Private Client Solicitor to join our busy team at QED Legal. As a Private Client Solicitor, you will be responsible for handling a caseload of probate and administration of estates, wills, lasting powers of...

  • Private Client Solicitor

    6 days ago

    Knotty Green, United Kingdom qed legal Full time

    {"title": "Private Client Solicitor Opportunity", "subtitle": "Join QED Legal's busy private client team", "content": "We are seeking an experienced Private Client Solicitor to join our busy team at QED Legal. As a Private Client Solicitor, you will be responsible for handling a caseload of probate and administration of estates, wills, lasting powers of...

  • Private Client Solicitor

    1 week ago

    Colliers Green, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Private Client Locum OpportunityWe are seeking an experienced Private Client Locum to provide ongoing cover for one of our esteemed client firms in Tenterden. This is a fantastic opportunity to work with a reputable client and contribute to their Private Client caseload.The RoleProvide ongoing Private Client cover for our client firm in TenterdenWork on a...

  • Private Client Solicitor

    1 week ago

    Colliers Green, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Private Client Locum OpportunityWe are seeking an experienced Private Client Locum to provide ongoing cover for one of our esteemed client firms in Tenterden. This is a fantastic opportunity to work with a reputable client and contribute to their Private Client caseload.The RoleProvide ongoing Private Client cover for our client firm in TenterdenWork on a...

  • Private Client Solicitor

    1 week ago

    Colliers Green, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Private Client Locum OpportunityWe are seeking an experienced Private Client Locum to provide ongoing cover for one of our esteemed client firms in Tenterden. This is a fantastic opportunity to work with a reputable client and contribute to their success.The RoleProvide ongoing Private Client cover for our client firmWork on a mixed caseload of existing...

  • Private Client Solicitor

    2 weeks ago

    Colliers Green, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Private Client Locum OpportunityWe are seeking an experienced Private Client Locum to provide ongoing cover for one of our esteemed client firms in Tenterden. This is a fantastic opportunity to work with a reputable client and contribute to their success.The RoleProvide ongoing Private Client cover for our client firmWork on a mixed caseload of existing...

  • Private Client Solicitor

    1 week ago

    Colliers Green, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Private Client Locum OpportunityWe are seeking an experienced Private Client Locum to provide ongoing cover for one of our esteemed client firms in Tenterden. This is a fantastic opportunity to work with a reputable client and contribute to their success.The RoleProvide ongoing Private Client cover for our client firmWork on a mixed caseload of existing...

  • Private Client Solicitor

    1 week ago

    Colliers Green, United Kingdom Sellick Partnership Limited - Private Practice Full time

    Private Client Locum OpportunityWe are seeking an experienced Private Client Locum to provide ongoing cover for one of our esteemed client firms in Tenterden. This is a fantastic opportunity to work with a reputable client and contribute to their success.The RoleProvide ongoing Private Client cover for our client firmWork on a mixed caseload of existing...

  • Private Client Solicitor

    6 hours ago

    Knotty Green, United Kingdom QED Legal Full time

    {"title": "Private Client Solicitor Opportunity", "subtitle": "Join a reputable law firm in Beaconsfield, Bucks", "content": "QED Legal is working on an exciting opportunity for an aspiring Private Client Solicitor to join a well-established and highly reputable law firm in Beaconsfield, Bucks.The role has come around due to the volume of work being there....

  • Private Client Solicitor

    3 hours ago

    Knotty Green, United Kingdom QED Legal Full time

    {"title": "Private Client Solicitor Opportunity", "subtitle": "Join a reputable law firm in Beaconsfield, Bucks", "content": "QED Legal is working on an exciting opportunity for an aspiring Private Client Solicitor to join a well-established and highly reputable law firm in Beaconsfield, Bucks.The role has come around due to the volume of work being there....