Private Client Tax Director

6 days ago

Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals, families, and businesses thrive.

We offer a comprehensive range of financial and professional services to high net worth individuals, family trusts, professional intermediaries, charities, and businesses.

Our Mission

We strive to deliver exceptional service to our clients by employing the best professionals. Our core values of Personal, Partnership, and Performance drive our commitment to excellence.

Job Purpose

  • Provide strategic tax planning and advisory services to high net worth individuals and families.
  • Cultivate and maintain strong client relationships.
  • Lead and mentor a team of tax professionals, providing guidance and support.
  • Stay abreast of tax laws and regulations, applying knowledge to deliver innovative solutions to clients.
  • Collaborate with cross-functional teams to deliver comprehensive tax strategies and solutions.
  • Develop and maintain relationships with clients, with the aim of developing new business from your current client base and beyond.

Requirements

  • Qualified Tax Advisor and/or Chartered Accountant.
  • Significant private client tax experience gained within a professional practice.
  • Demonstrable knowledge of private client tax and associated professional advice.
  • Demonstrable experience of delivering tax planning/advisory projects.
  • Demonstrable experience of managing and developing client relationships.
  • Demonstrable experience of developing new business into profitable long-term client relationships.
  • Team and project management skills.

What We Offer

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

Our Commitment to Diversity and Inclusion

We value the differences that a diverse workforce brings and are committed to creating a workplace where all colleagues feel respected and valued. We have a range of employee resource groups and diversity, equity, and inclusion initiatives in place to support this commitment.

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