Tax Advisor for Private Clients
4 weeks ago
About the Role
We are seeking a highly skilled Tax Advisor to join our US/UK Private Client Tax Team at Evelyn Partners. As a key member of our team, you will be responsible for providing comprehensive tax planning and advisory services to private clients, addressing their unique tax situations.
Key Responsibilities
- Complete first reviews of US & UK tax returns and preparation of some more complex US tax returns.
- Provide tax planning and advisory services to private clients, addressing their unique tax situations.
- Maintain and build strong client relationships through exceptional service and communication.
- Stay updated on tax legislation changes in both the US and the UK and communicate their impact to clients.
- Lend support to the Partners and Director in US/UK Advisory Projects.
Requirements
- Relevant experience gained within a professional services firm.
- Sound knowledge of private client tax issues with particular experience of advising US clients and non-domiciled individuals.
- In-depth knowledge of US and UK individual tax laws and regulations.
- Demonstrable experience of delivering tax planning/advisory projects.
- Demonstrable experience of managing complex compliance issues.
- People management and organizational skills.
What We Offer
- 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.
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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