Tax Strategist for High Net Worth Individuals

1 month ago


Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

Evelyn Partners Overview


We are a leading integrated wealth management and professional services group, proud to be the UK's longest-established business providing financial and professional services to generations of people and businesses.


Our commitment to innovation and excellence drives our continued growth and success, making us a preferred choice for high net worth individuals seeking expert tax advice and guidance.


Job Description:


As a Private Client Tax Associate Director, you will play a key role in developing and implementing tax strategies for our high net worth individual clients, working closely with senior members of the team to ensure delivery of exceptional results.


You will maintain strong relationships with clients, identifying opportunities for new business and collaborating with colleagues to deliver comprehensive tax solutions.


Key Responsibilities:



  • Maintaining strong relationships with clients
  • Developing new business into profitable long-term client relationships
  • Supporting people management and organisational efforts within the team
  • Delivering comprehensive tax strategies and solutions

Benefits:



  • Competitive salary ranging from £120,000 to £180,000 per annum
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave


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