Director of Tax Advisory Services

1 month ago


London, Greater London, United Kingdom Evelyn Partners Full time

About Evelyn Partners:

Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We provide an award-winning service for our clients by employing the best people.

Our team operates from our head office, fostering collaboration among 1,600 colleagues in a modern environment. We prioritise audit quality through regular training sessions and social events to encourage best practice sharing and teamwork.

Role Overview:

We're seeking a talented individual to join our US/UK Private Client Tax team in London, responsible for managing your own portfolio of US connected clients and working with senior staff on consultancy and advisory personal tax planning and projects.

Your Responsibilities:

  • Maintain client relationships and deliver excellent client service.
  • Manage a portfolio of personal clients with complex tax affairs, focusing on UK resident US connected clients.
  • Meet both client and compliance deadlines (UK and US), monitoring time limits, extensions, and elections.
  • Assist partners in and where appropriate lead tax planning projects such as non-domicile issues, expatriation, trust planning, and business structuring.
  • Responsible for billing and monitoring budgets.
  • Assist with managing junior member 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.

Requirements:

  • Significant relevant experience gained within a professional services firm.
  • Sound knowledge of private client tax issues with particular experience of advising US clients and non-domiciled individuals.
  • Demonstrable experience of delivering tax planning/advisory projects.
  • People management and organisational skills.
  • Qualified Chartered Accountant and/or Chartered Tax Adviser.

What We Offer:

  • Competitive salary: £85,000 - £110,000 per annum.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.


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