Private Client Tax Assistant Manager

4 days ago


Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners Fund Solutions Limited 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.

Our award-winning service for clients is driven by employing the best people. Our core values of Personal, offering advice based on a true understanding of what matters to our clients; Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results are key to our exceptional track record of growth and innovation.

We are seeking a highly skilled Private Client Tax Assistant Manager to join our Guildford Private Client Tax team. The successful candidate will work on a variety of clients including OMBs, HNIs, Partners in Partnerships, Non-Doms, and Sole Traders.

Key Responsibilities
  • Preparation of Tax returns for a portfolio of clients including sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, and partnerships.
  • Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns, and tax computations.
  • Management of WIP and client billing.

The ideal candidate will have experience gained within a professional services firm and a good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.

Estimated salary for this position is £60,000 - £80,000 per annum, depending on experience.



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