Tax Director

2 days ago


Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Associate Director

Evelyn Partners, a leading force in UK wealth management and professional services, seeks an experienced Associate Director to lead its Private Client Tax Services team in Salisbury. This role offers a unique opportunity to join one of the largest accountancy practices in the area and contribute to delivering expert financial guidance to individuals and businesses.

Key Responsibilities:

  • Manage a portfolio of high-net-worth individuals, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts with complex tax affairs.
  • Collaborate with partners and directors on tax planning initiatives, including succession planning through trusts and corporate structures, and address capital gains and inheritance tax concerns.
  • Liaise with other service lines to deliver comprehensive work to clients, such as Accounts & Corporate Tax services.
  • Maintain strong relationships with clients and support senior team members in identifying opportunities for new work.

Requirements and Qualifications:

  • Significant experience within a professional services firm, possessing sound knowledge of various private client tax issues.
  • Experience in tax planning/advisory projects and managing complex compliance issues.
  • Proven people management and organisational skills.
  • Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.

Benefits:

  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
  • Fully funded training towards professional qualifications

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