Senior Private Client Tax Specialist
2 days ago
Evelyn Partners, a leading integrated wealth management and professional services group, offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our StoryWe have over 186 years of experience in helping generations of people and businesses thrive. Our core values of Personal, Performance, and Professionalism drive our exceptional track record of growth and innovation.
About the RoleThis is an exciting opportunity for a Senior Private Client Tax Specialist to join our team in Tunbridge Wells. As a key member of our team, you will work closely with Assistant Managers, Managers, and Directors across their portfolio, benefiting from a diverse and vast array of clients, industries, and projects.
Your Responsibilities- Maintain strong relationships with clients, delivering comprehensive tax strategies and solutions.
- Support senior members of the team to identify opportunities for new work.
- Develop and implement effective tax planning and advisory projects.
We are looking for a highly experienced professional with a sound knowledge and understanding of private client tax issues, dealing with complex capital gains tax and inheritance tax matters. You should have:
- Proven technical expertise in private client tax.
- The ability to communicate complex messages effectively to clients.
- People management and organisational experience.
- A qualified Chartered Accountant and/or Chartered Tax Adviser (ACA/CTA).
As a valued member of our team, you can expect:
- A competitive salary (£90,000 - £120,000 per annum)
- Private medical insurance
- Life assurance
- Pension contribution
- A hybrid working model (role dependent)
- A generous holiday package
- Option to purchase additional holiday
- Shared parental leave
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