Private Client Tax Director Leader

1 day ago


Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners Fund Solutions Limited is a market leader in integrated wealth management and professional services, providing expert advice to individuals and businesses across the UK.

We are seeking a talented individual to join our Private Client Tax team in Bristol as a Director of Private Client Tax Services. The successful candidate will have a proven track record of delivering high-quality tax advice and guidance to clients, as well as experience in staff management and development.

This role offers an excellent opportunity to grow your career in a dynamic and supportive environment, working closely with our experienced team of professionals. You will be responsible for providing strategic and technical advice to clients, ensuring compliance with internal procedures, and managing chargeable hours and recoveries.

Key Performance Indicators:

  • Work under your control and direction: it is expected that, unless contributing significantly to management or having a strong technical bias, a director should be responsible for a client portfolio of at least £500,000 per annum.
  • Chargeable hours: it is expected that, unless contributing significantly to management, a full-time director should regularly record at least 900-1,000 chargeable hours per annum.
Benefits and Perks

We offer a comprehensive benefits package, including private medical insurance, life assurance, pension contribution, generous holiday package, option to purchase additional holiday, and shared parental leave. Additionally, we have a range of employee resource groups and deliver multiple diversity, equity and inclusion initiatives across the organisation.

Our compensation package includes a competitive salary of approximately £120,000 - £150,000 per annum, depending on experience, and a range of additional benefits.



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