Tax Manager
1 month ago
Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our team offers a comprehensive range of financial and professional services to clients, driven by our core values of Personal and Performance.
Located in the heart of Tunbridge Wells, our office provides convenient access to key transportation routes and amenities. We pride ourselves on fostering a supportive and inclusive environment, prioritizing learning and development to nurture career ambitions.
As a Private Client Tax Manager, you will work with a diverse range of clients, industries, and projects, enabling experience and knowledge growth. Your client portfolios will consist of private clients with established and growing wealth, with a focus on private equity executives and their families.
Key responsibilities include monitoring WIP, drafting fee notes, and delivering tax planning and advisory projects. You will have significant experience in private client tax issues, dealing with complex capital gains tax and inheritance tax matters. Demonstrable experience of people management and organisational skills is also required.
Qualifications include a Chartered Accountant and/or Chartered Tax Adviser qualification. Benefits include a competitive salary, private medical insurance, life assurance, and a pension contribution.
We offer a hybrid working model, a generous holiday package, and the option to purchase additional holiday. Shared parental leave is also available.
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