Senior Tax Manager
2 days ago
Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our core values of Personal and Performance drive our exceptional track record of growth and innovation.
About the RoleWe are seeking an experienced Private Client Tax Manager to join our team in a lovely market town. As a key member of our Private Client Tax team, you will manage a portfolio of personal clients with complex tax affairs, including HNWIs, agricultural clients, entrepreneurs, partnerships, and trusts.
You will work closely with Partners and Directors to develop and implement tax planning initiatives, such as succession planning through trusts and corporate structures, and address capital gains and inheritance tax concerns. Your expertise in tax planning and advisory projects, as well as managing complex compliance issues, will be invaluable to our clients.
Your Skills and Experience- Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA
- Significant experience in private client tax, with a focus on tax planning and advisory projects
- Proven ability to manage complex compliance issues and develop tax planning initiatives
- Excellent people management and organisational skills
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
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