Private Client Tax Manager

6 days ago

Bristol, Bristol, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Our Mission

We provide an award-winning service for our clients by employing the best people. Our mission is to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

Our Values

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

About the Role

We're seeking a talented individual to join our Private Client Tax team in Bristol. This role will provide tax compliance and advisory services for a wide range of private clients - individuals, trusts, private companies, and family offices.

Responsibilities

  • Responsible for a portfolio of clients which may include sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, partnerships, and trusts.
  • Identifying possible advisory possibilities and opportunities for the clients and managing these projects.
  • Liaison with Partners, demonstrating strong management skills, duties include appraisals/monitor staff performance, on-the-job training for junior staff on a one-to-one basis, dealing with staff questions.
  • Managing the administration of the portfolio of clients. Ensuring all aspects of compliance, accounts, tax returns, and tax computations.
  • Preparing reports for clients, attending client meetings, and responding to ad-hoc questions and inquiries regarding their personal tax affairs.
  • Give exceptional client service and be responsible for maintaining regular contact with client teams.

Requirements

  • Experience gained within a professional services firm.
  • Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
  • Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.
  • Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
  • Must have good inter-personal skills to be able to liaise with clients and other staff members.
  • Customer Focus on Meeting deadlines and responding to client needs.
  • Provide link in chain to supervise staff members below and support Directors above.

Education and Qualifications

ACA/CTA or equivalent qualification.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

  • 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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