HNWI Tax Manager

1 day ago


Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Tax Manager

We are seeking an experienced Tax Manager to join our Private Client Tax Services team in Salisbury. As a key member of the team, you will be responsible for delivering exceptional tax advisory services to high-net-worth individuals, landed estates, and businesses.

Key Responsibilities:

  • Manage a portfolio of personal clients with complex tax affairs, including HNWIs, landed estates, agricultural clients, entrepreneurs, partnerships, and trusts.
  • Support partners and directors in tax planning initiatives, such as succession planning through trusts and corporate structures.
  • Collaborate with other service lines to deliver comprehensive work to clients, including Accounts & Corporate Tax services.
  • Maintain strong relationships with clients and identify opportunities for new work.

Requirements:

  • Demonstrated experience within a professional services firm, possessing sound knowledge of private client tax issues.
  • Expertise in tax planning/advisory projects and managing complex compliance issues.
  • Proven leadership and organisational skills.
  • ACA/CTA qualification or equivalent.

Salaries and Benefits:

  • £80,000 - £120,000 per annum
  • 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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