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Private Client Tax Associate Director
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Tunbridge Wells, Kent, United Kingdom Evelyn Partners Group Full timePrivate Client Tax Associate DirectorEvelyn Partners Group is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. We offer a comprehensive range of financial and professional services to our clients, including tax planning and advisory services.As a Private Client Tax...
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Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full timeJob Title: Private Client Tax Associate DirectorJob Summary:Evelyn Partners is seeking a seasoned Tax Professional to join our team as a Private Client Tax Associate Director. As a key member of our team, you will provide strategic tax planning and advisory services to high net worth individuals and families, cultivate and maintain strong client...
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Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full timeJob Title: Private Client Tax Associate DirectorJob Summary:Evelyn Partners is seeking a seasoned Tax Professional to join our team as a Private Client Tax Associate Director. As a key member of our team, you will provide strategic tax planning and advisory services to high net worth individuals and families, cultivate and maintain strong client...
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Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of over 186 years of experience in helping individuals and businesses thrive.Our ServicesWe offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries,...
Private Client Tax Associate Director
2 months ago
Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of individuals and businesses to thrive. We offer a comprehensive range of financial and professional services to high net worth individuals, family trusts, professional intermediaries, charities, and businesses.
Our 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;
- Performance - demonstrating a breadth and depth of advice expertise to deliver first-class results.
We pride ourselves on fostering a supportive and inclusive environment, prioritizing learning and development to nurture your career ambitions. As an Evelyn Partners Private Client Tax Associate Director, you will work with a diverse range of clients, industries, and projects, enabling both experience and knowledge growth.
Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity executives and their families.
Key Responsibilities:
- Maintaining strong relationships with clients;
- Delivering comprehensive tax strategies and solutions;
- Supporting senior members of the team to identify opportunities for new work;
- Developing new business into profitable long-term client relationships;
- People management and organizational experience.
Requirements:
- Significant experience gained within another professional services firm;
- Sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters;
- Proven technical knowledge and capability to communicate complex messages to your client base;
- Ability to ask the right questions to deliver tax planning and advisory projects;
- Proven expertise in developing new business into profitable long-term client relationships;
- People management and organizational experience;
- Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.
Benefits:
- Competitive salary;
- Private medical insurance;
- Life assurance;
- Pension contribution;
- Hybrid working model (role dependent);
- Generous holiday package;
- Option to purchase additional holiday;
- Shared parental leave.
