Senior Private Client Tax Specialist

2 weeks ago


Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our team of experts offers a comprehensive range of financial and professional services to clients across the UK.

About the Role

We are seeking a highly experienced Senior Private Client Tax Specialist to join our team in Royal Tunbridge Wells. As a key member of our Private Client Tax team, you will work closely with clients to deliver tailored tax strategies and solutions, and support senior members of the team to identify opportunities for new work.

Key Responsibilities
  • Maintaining strong relationships with clients and delivering comprehensive tax strategies and solutions
  • Supporting senior members of the team to identify opportunities for new work
  • Developing new business into profitable long-term client relationships
  • People management and organisational experience
Requirements
  • Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA
  • Significant experience gained within another professional services firm
  • Sound knowledge and understanding of a variety of private client tax issues
What We Offer
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave


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