Head of Private Client Tax
1 month ago
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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