Senior Private Client Tax Manager

2 days ago


Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time
About the Role

As a Senior Private Client Tax Manager at Evelyn Partners, you will work closely with Assistant Managers, Managers, and Directors to support their portfolios and collaborate on various projects. Your client base will consist of private clients with established and growing wealth, as well as private equity execs and their families.

Qualifications and Requirements
  • You should have significant experience in a professional services firm, with a strong knowledge of private client tax issues, including complex capital gains tax and inheritance tax matters.
  • Able to communicate complex messages effectively to your client base and deliver tax planning and advisory projects.
  • Proven expertise in developing new business into profitable long-term relationships.
  • People management and organizational skills are essential.
  • Qualified Chartered Accountant (ACA) and/or Chartered Tax Adviser (CTA) is required.
Benefits
  • Competitive salary: £70,000 - £90,000 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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