Private Client Senior Tax Professional
3 days ago
Are you a skilled tax professional seeking a challenging role with Evelyn Partners? We are looking for a Private Client Senior Tax Manager to join our team in Salisbury.
The successful candidate will have significant experience in private client tax, managing complex compliance issues and providing expert advice on succession planning and inheritance tax concerns. You will also be responsible for developing junior team members and contributing to tax planning initiatives.
We offer a competitive salary of £80,000 - £100,000 per annum, as well as a range of benefits including private medical insurance, life assurance, pension contribution and hybrid working model. If you have a sound knowledge of private client tax issues and are able to demonstrate experience in tax planning and advisory projects, we encourage you to apply.
Key Responsibilities:
- Manage a portfolio of personal clients with complex tax affairs, focusing on HNWIs, agricultural clients, entrepreneurs, partnerships and trusts.
- Assist partners and directors with tax planning initiatives, including succession planning and addressing capital gains and inheritance tax concerns.
- Develop the skills and expertise of junior team members through timely feedback and technical support.
Requirements:
- Demonstrable experience in private client tax, gained within another professional services firm.
- Able to provide evidence of experience in tax planning and advisory projects.
- Strong people management and organisational skills.
- Chartered Accountant (ACA) or Chartered Tax Adviser (CTA) qualification is essential.
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