Wealth Management and Tax Specialist

3 weeks ago


Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

About the Role


We are seeking an experienced Private Client Tax Associate Director to join our team in Tunbridge Wells, working closely with senior members of the team to deliver comprehensive tax strategies and solutions to high net worth individual clients.


The successful candidate will have significant experience gained within another professional services firm, sound knowledge and understanding of private client tax issues, including complex capital gains tax and inheritance tax matters, and proven technical knowledge and capability to communicate complex messages to clients.


Key Requirements:



  • Significant experience gained within another professional services firm
  • Sound knowledge and understanding of private client tax issues
  • Proven technical knowledge and capability to communicate complex messages to clients
  • People management and organisational experience
  • Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA

Why Choose Evelyn Partners?


We offer a competitive salary ranging from £120,000 to £180,000 per annum, as well as a range of benefits including private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave.



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