Private Client Tax Specialist

1 week ago

WellsnexttheSea, Norfolk, 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 over 186 years. We pride ourselves on delivering exceptional results and fostering a supportive environment that nurtures career growth.

Role Overview

As an Evelyn Partners Private Client Tax Associate Director, you will work closely with senior team members to deliver comprehensive tax strategies and solutions to a diverse range of clients. Your expertise will be invaluable in identifying opportunities for new work and maintaining strong relationships with clients.

Key Responsibilities
  • Develop and implement tax planning and advisory projects for private clients with complex capital gains tax and inheritance tax matters
  • Collaborate with senior team members to identify opportunities for new work and deliver exceptional results
  • Maintain strong relationships with clients and communicate complex tax messages effectively
  • Develop 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
  • Proven technical knowledge and capability to communicate complex messages to clients
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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