Senior Private Client Tax Advisor

1 month ago


WellsnexttheSea, Norfolk, United Kingdom https:jobs-redefined.cositemap Full time
Private Client Tax Associate Director

Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our team offers a comprehensive range of financial and professional services to clients, driven by our core values of Personal and Performance.

Located in the heart of Tunbridge Wells, our office provides convenient access to key transportation routes and amenities. We pride ourselves on fostering a supportive and inclusive environment, prioritizing learning and development to nurture your career ambitions.

As a Private Client Tax Associate Director, you will work closely with senior members of the team to deliver comprehensive tax strategies and solutions to clients. You will have significant experience in private client tax issues, including complex capital gains tax and inheritance tax matters.

Key responsibilities include:

  • Maintaining strong relationships with clients and delivering tax planning and advisory projects
  • Supporting senior members of the team to identify opportunities for new work
  • Developing new business into profitable long-term client relationships
  • People management and organisational experience

Requirements:

  • Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave


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