Business Tax Assistant Manager
3 days ago
About Evelyn Partners
Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.
We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. We believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.
Our core values of Personal, Partnership, and Performance drive an exceptional track record of growth and innovation.
Our Office in Tunbridge Wells
Located centrally within Tunbridge Wells, our office at Brockbourne House offers convenient access to key transportation routes, such as the A26 motorway and Tunbridge Wells Railway Station.
We provide on-site parking facilities and are within walking distance of a wealth of amenities, including cafes, restaurants, shops, and green spaces.
About the Role
We're seeking a talented individual to join our Business Tax team as an assistant manager in Tunbridge Wells.
The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients.
You will also provide assistance primarily to Managers and Senior Managers in supporting with the delivery of client work.
Key Responsibilities
- Undertake ad-hoc consultancy work
- Drive the delivery of advisory and compliance services on a day-to-day basis
- Demonstrate an ability to manage client accounts and relationships
- Prioritise client service and be responsible for maintaining regular contact with client teams
- Stay up-to-date technically
- Budgeting and monitoring compliance fees
- Liaise with senior team members, including Partners and Directors where required
- Appraise and monitor staff performance
- Provide on-the-job training and mentoring for junior staff on a one-to-one basis
- Address staff questions and ensure procedures are followed in accordance with institute and HMRC guidance
- Meet department KPIs around billing and recovery targets
- Attend internal meetings, seminars, and courses
- Encourage cross-referrals with other departments
- Support the team in marketing and business development activities
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