Tax Advisor for Private Clients

4 weeks ago


London, Greater London, United Kingdom Evelyn Partners Full time

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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