Senior Private Client Tax Professional

5 days ago


Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners Fund Solutions Limited is a leading provider of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses. We are committed to delivering an exceptional service to our clients, driven by our core values of Personal and Performance.

We are seeking a highly skilled Senior Private Client Tax Professional to join our Guildford Private Client Tax team. The successful candidate will work on a variety of clients, including OMBs, HNIs, Partners in Partnerships, Non-Doms, and Sole Traders.

Responsibilities
  • Deliver annual tax compliance work and identify planning opportunities for clients.
  • Manage client relationships, ensuring excellent customer service.
  • Collaborate with colleagues to deliver tailored solutions and drive business growth.

The ideal candidate will have experience gained within a professional services firm and a good knowledge of personal tax compliance. Ideally, you will also have some exposure to planning/advisory work.

The estimated salary for this position is £60,000 - £80,000 per annum, depending on experience.



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