Private Client Tax Manager
3 weeks ago
About the Role
We are seeking a highly skilled Tax Advisory Expert to join our Private Client Tax team in Tunbridge Wells. As a key member of our team, you will be responsible for managing portfolios of personal clients with complex tax affairs, HNWIs with a focus on private equity executives, entrepreneurs, and trusts.
Key Responsibilities
- Deliver exceptional client service by maintaining client relationships and liaising proactively with clients on advisory matters
- Day-to-day responsibility for meeting both client and compliance deadlines, monitoring time limits, and elections
- Assist Partners and Directors in, and where appropriate, lead tax planning projects such as succession planning using trusts and corporate structures, capital gains, and inheritance tax issues
- Manage HMRC enquiries and disclosures and dealing with HMRC correspondence of both compliance and advisory nature
- Responsible for billing and monitoring budgets
- Review compliance and basic advisory work prepared by more junior members of staff
- Assist with managing junior members of staff, including helping them with technical and personal development
- Present at technical training sessions
- Engage in personal business development activities and support business development activities of the team
- Maintain technical knowledge
Requirements
- Significant relevant experience gained within a professional services firm
- Sound knowledge of private client tax issues and dealing with complex capital gains tax and inheritance tax matters
- Demonstrable experience of delivering tax planning/advisory projects
- Demonstrable experience of managing complex compliance issues
- People management and organisational experience
About Us
Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
We provide an award-winning service for our clients by employing the best people. We believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
We pride ourselves on fostering a supportive and inclusive environment, prioritising learning, and development to nurture your career ambitions. Joining our team means gaining exposure to a diverse range of clients, industries, and projects, enabling both experience and knowledge growth. Collaboration is key to our success; our team actively share insights and learnings to ensure continuous improvements.
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
-
Tax Manager
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Creative Tax Recruitment Full timeAbout the RoleWe are seeking a Tax Manager to join our team at Creative Tax Recruitment. As a Tax Manager, you will be responsible for managing complex tax affairs for personal clients, including high-net-worth individuals. Your expertise will be utilized to provide strategic tax services, ensuring compliance with all relevant regulations.Key...
-
Private Client Tax Manager
2 months ago
Tunbridge Wells, Kent, United Kingdom ProTalent Limited Full timePrivate Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team at ProTalent Limited. As a key member of our tax advisory team, you will be responsible for managing a portfolio of clients, including the review of personal tax returns for individuals, trusts & estates, and providing tax advisory services.This...
-
Private Client Tax Manager
2 months ago
Tunbridge Wells, Kent, United Kingdom ProTalent Limited Full timePrivate Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team at ProTalent Limited. As a key member of our tax advisory team, you will be responsible for managing a portfolio of clients, including the review of personal tax returns for individuals, trusts & estates, and providing tax advisory services.This...
-
Tax Manager
4 weeks ago
Tunbridge Wells, Kent, United Kingdom Evelyn Partners Group Full timeJob Title: Private Client Tax ManagerEvelyn Partners Group is seeking a highly skilled Private Client Tax Manager to join our team. As a key member of our private client tax team, you will be responsible for managing a portfolio of personal clients with complex tax affairs, including high net worth individuals, private equity executives, entrepreneurs, and...
-
Tax Manager
4 weeks ago
Tunbridge Wells, Kent, United Kingdom Evelyn Partners Group Full timeJob Title: Private Client Tax ManagerEvelyn Partners Group is seeking a highly skilled Private Client Tax Manager to join our team. As a key member of our private client tax team, you will be responsible for managing a portfolio of personal clients with complex tax affairs, including high net worth individuals, private equity executives, entrepreneurs, and...
-
Tax Manager, Private Client
4 weeks ago
Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly skilled Private Client Tax Manager to join our team at Evelyn Partners. As a key member of our team, you will work closely with our clients to provide expert tax advice and guidance on complex private client tax issues.Key ResponsibilitiesProvide technical expertise on private client tax matters, including capital gains...
-
Tax Manager, Private Client
4 weeks ago
Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly skilled Private Client Tax Manager to join our team at Evelyn Partners. As a key member of our team, you will work closely with our clients to provide expert tax advice and guidance on complex private client tax issues.Key ResponsibilitiesProvide technical expertise on private client tax matters, including capital gains...
-
Private Client Tax Manager
4 weeks ago
Tunbridge Wells, Kent, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is currently supporting a market leading accountancy firm in Tunbridge Wells with their recruitment of a Private Client Tax Manager.Job DescriptionThe Private Client Tax Manager will be responsible for managing a portfolio of private clients with established and growing wealth, as well as private equity executives and their...
-
Private Client Tax Manager
4 weeks ago
Tunbridge Wells, Kent, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is currently supporting a market leading accountancy firm in Tunbridge Wells with their recruitment of a Private Client Tax Manager.Job DescriptionThe Private Client Tax Manager will be responsible for managing a portfolio of private clients with established and growing wealth, as well as private equity executives and their...
-
Tax Manager
4 weeks ago
Tunbridge Wells, Kent, United Kingdom TPF Recruitment Full timeJoin a Market-Leading Practice as a Tax ManagerWe are seeking a highly skilled Tax Manager to join our client, a well-established and reputable chartered accountancy practice. This is a fantastic opportunity to work with a range of national and international clients, including UHNWI's, HNWIs, Trusts & Estates, Directors & Entrepreneurial clients.About the...
-
Tax Manager
4 weeks ago
Tunbridge Wells, Kent, United Kingdom TPF Recruitment Full timeJoin a Market-Leading Practice as a Tax ManagerWe are seeking a highly skilled Tax Manager to join our client, a well-established and reputable chartered accountancy practice. This is a fantastic opportunity to work with a range of national and international clients, including UHNWI's, HNWIs, Trusts & Estates, Directors & Entrepreneurial clients.About the...
-
Private Client Tax Manager
1 month ago
Tunbridge Wells, Kent, United Kingdom Michael Page (UK) Full timePrivate Client Tax Manager OpportunityAbout Our ClientWe are currently supporting a leading accountancy firm in Tunbridge Wells with their recruitment of a Private Client Tax Manager.Job OverviewYour client portfolios will consist of a diverse range of private clients with varying levels of wealth, with a focus on private equity executives and their...
-
Private Client Tax Manager
1 month ago
Tunbridge Wells, Kent, United Kingdom Michael Page (UK) Full timePrivate Client Tax Manager OpportunityAbout Our ClientWe are currently supporting a leading accountancy firm in Tunbridge Wells with their recruitment of a Private Client Tax Manager.Job OverviewYour client portfolios will consist of a diverse range of private clients with varying levels of wealth, with a focus on private equity executives and their...
-
Tax Manager
4 weeks ago
Tunbridge Wells, Kent, United Kingdom Evelyn Partners Group Full timeJob TitlePrivate Client Tax ManagerJob SummaryWe are seeking a highly skilled Private Client Tax Manager to join our team at Evelyn Partners Group. As a key member of our private client tax team, you will be responsible for managing a portfolio of personal clients with complex tax affairs, including HNWIs with a focus on private equity executives,...
-
Private Client Tax Manager
2 months ago
Tunbridge Wells, Kent, United Kingdom Pro Talent Full timePrivate Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team at Pro Talent. As a key member of our tax team, you will be responsible for managing a portfolio of clients, including the review of personal tax returns for individuals, trusts & estates, and providing tax advisory services.This role will be...
-
Private Client Tax Manager
2 months ago
Tunbridge Wells, Kent, United Kingdom Pro Talent Full timePrivate Client Tax Manager OpportunityWe are seeking a highly skilled Private Client Tax Manager to join our team at Pro Talent. As a key member of our tax team, you will be responsible for managing a portfolio of clients, including the review of personal tax returns for individuals, trusts & estates, and providing tax advisory services.This role will be...
-
Private Client Tax Manager
2 months ago
Tunbridge Wells, Kent, United Kingdom Michael Page Finance Full timePrivate Client Tax ManagerMichael Page Finance is currently supporting a market leading accountancy firm in Tunbridge Wells with their recruitment of a Private Client Tax Manager.About the RoleYour client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity...
-
Private Client Tax Manager
2 months ago
Tunbridge Wells, Kent, United Kingdom Michael Page Finance Full timePrivate Client Tax ManagerMichael Page Finance is currently supporting a market leading accountancy firm in Tunbridge Wells with their recruitment of a Private Client Tax Manager.About the RoleYour client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity...
-
Tax Manager
4 weeks ago
Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of over 186 years of experience in helping individuals and businesses thrive.Our ServicesWe offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries,...
-
Tax Manager
4 weeks ago
Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of over 186 years of experience in helping individuals and businesses thrive.Our ServicesWe offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries,...
