Head of Private Client Tax

1 month ago


Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Job Title: Head of Private Client Tax

We are seeking a highly skilled and experienced Head of Private Client Tax to lead our Stamp Taxes practice at Evelyn Partners Fund Solutions Limited. As a key member of our team, you will be responsible for providing strategic direction and technical expertise to our clients, driving business growth, and developing our Stamp Taxes team.

Key Responsibilities:

  • Oversee the delivery of Stamp Taxes advice for various teams across the practice.
  • Provide exceptional client service – both to partners/directors in the firm, and to clients directly.
  • Lead on complex Stamp Taxes assignments providing technical sign-off and consultation.
  • Identify opportunities to grow a client account and/or to manage risks.
  • Act as a trusted adviser and engage with clients on wider commercial and strategic issues.

Staff Management and Development:

  • Liaison with Partner and Directors.
  • Counsel and develop junior staff through delegation and on the job training.
  • Appraisals/monitor staff performance including acting as a Line Manager.
  • Work collaboratively with peers in the team and across firm to ensure a joined-up approach.

Practice Development:

  • Enhance technical knowledge and capability in the Stamp Taxes team.
  • Grow internal network & external referral network for business development.
  • Drive business development through specialist insights.
  • Train specialist team on wide range of Stamp Taxes issues.
  • Improve firm-wide knowledge on Stamp Taxes opportunities & risks.
  • Establish relationships with Stamp Taxes technical bodies and HMRC.
  • Significant experience in Stamp Taxes gained from practice and/or industry.
  • Client driven and commercially minded.
  • Strong awareness of other key taxes and, in particular, for the Real Estate sector.
  • Excellent project management, working with various teams.
  • Demonstrable experience of managing people and clients.
  • Experience of dealing with senior stakeholders both internally and externally.

Our Values & Behaviours:

Personal

  • We take time to listen to & understand people's individual needs
  • We treat everyone fairly & with respect
  • We are honest & genuine

Partnership

  • We build lasting, mutually beneficial relationships
  • We partner across the full breadth of our expertise to create shared value

Performance

  • We are ambitious for our clients and act with their interests in mind
  • We lead the way and embrace new ways of working

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