Private Client Tax Specialist

1 month ago


Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

About the Role

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We are looking for a Private Client Tax Specialist to join our team in Salisbury. The successful candidate will have significant experience in managing complex tax affairs and a strong understanding of private client tax issues.

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Responsibilities

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  • Manage a portfolio of personal clients with complex tax affairs, including HNWIs, agricultural clients, entrepreneurs, partnerships, and trusts.
  • Assist Partners and Directors with tax planning initiatives, including succession planning through trusts and corporate structures.

Requirements

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  • Chartered Accountant or Chartered Tax Adviser qualification
  • Significant experience gained within another professional services firm
  • Sound knowledge of private client tax issues

What We Offer

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  • Competitive salary: £60,000 - £80,000 per annum
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

Evelyn Partners is committed to diversity and inclusion. We have a wide range of employee resource groups and deliver multiple diversity, equity, and inclusion initiatives across the organisation.



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