Private Client Tax Manager

1 week ago


Royal Tunbridge Wells, United Kingdom Evelyn Partners Full time

Job Description Would you like to be part of a truly collaborative team both within PCTS and across the wider team in Tunbridge Wells and be able to work in a friendly local office with the support of colleagues across the wider Evelyn Partner business?
As an Evelyn Partners Private Client Tax Manager you will work with all Assistant Managers, Associate Directors and Directors in the team across their portfolio and will benefit from having a diverse vast array of people to learn from.
Your client portfolios will consist of a mixture of private clients with both established and growing wealth.
There is also a focus within the team on private equity execs and their families.
Nicola MacAulay our Director in Private Client Tax in Royal Tunbridge Wells office has recorded an audio clip discussing the team and its ambitions.
Nicola also shares how this office has its own personality whilst having the benefits and opportunities from being part of a much larger organsation.
Click  here  to listen.
Key responsibilities: You will take responsibility for delivering work to clients in line with agreed timelines and budgets.
You will be managing a client portfolio reviewing the work of junior team members.
Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
Monitoring of WIP and drafting fee notes Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
Developing the more junior team including providing timely feedback and assisting them with technical and personal development Qualifications Essential requirements and qualifications You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.
You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
Ability to think beyond the technical elements of your work and consider the client's overall landscape.
Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues.
People management and organisational experience  Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA Additional information As a colleague here at Evelyn Partners, you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependent) Generous holiday package Option to purchase additional holiday Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients.
At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation.
It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.
Please let your Recruiter know.



  • Tunbridge Wells, Kent, United Kingdom Creative Tax Recruitment Full time

    Job DescriptionManage a portfolio of personal clients, focusing on complex tax issues involving high-net-worth individuals, entrepreneurs, and trusts.Engage in regular communication with clients, providing advisory services and identifying opportunities for tax planning and optimization.Assist in tax planning projects, including succession planning using...


  • Royal Tunbridge Wells, United Kingdom Evelyn Partners Full time

    Company Description 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...


  • Tunbridge Wells, Kent, United Kingdom Pro Talent Full time

    Company Overview\Pro Talent is a Kent-based firm renowned for its exceptional client service and commitment to fostering a happy team environment. The company prioritizes the well-being of its employees, offering regular social events, flexible working hours, and stunning open-plan offices.\Job Summary\This exciting opportunity as a Private Client Tax...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    About the RoleAs 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...


  • Royal Tunbridge Wells, United Kingdom Evelyn Partners Full time

    As an Evelyn Partners Private Client Tax Associate Director you will work with all Assistant Managers, Managers and Directors in the team across their portfolio and will benefit from having a diverse vast array of people to support and collaborate with.Your client portfolios will consist of a mixture of private clients with both established and growing...

  • Tax Manager

    1 month ago


    Tunbridge Wells, Kent, United Kingdom Michael Page (UK) Full time

    About Our RoleWe are currently supporting a leading accountancy firm in the South East with their recruitment of a Private Client Tax Manager.Job OverviewYour client portfolio will consist of private clients with established and growing wealth, focusing on private equity executives and their families.Monitoring WIP and drafting fee notes.The Ideal...


  • Tunbridge Wells, Kent, United Kingdom ProTalent Limited Full time

    Are you a CTA qualified professional with a strong Private Client Tax background?This exceptional opportunity as a Private Client Tax Manager will allow you to join a reputable firm in Kent, prioritizing a happy team culture.The company has an outstanding reputation for delivering excellent client service to its impressive client base. In this role, you will...


  • Tunbridge Wells, Kent, United Kingdom Creative Tax Recruitment Full time

    About the Role:We are seeking a highly skilled Tax Manager to join our team at Creative Tax Recruitment. As a key member of our private client tax services group, you will be responsible for managing complex tax affairs for high-net-worth individuals and delivering exceptional client service.Key Responsibilities:Manage a portfolio of personal clients with...


  • Tunbridge Wells, Kent, United Kingdom Howells Consulting Ltd Full time

    About the Opportunity">This is an excellent opportunity for a motivated and ambitious individual to join our team as a Private Client Tax Manager and contribute to the growth and success of Howells Consulting Ltd.">About the Role">The successful candidate will have the following responsibilities:">">Provide expert tax advice to high net worth individuals and...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    Evelyn Partners: A Premier Wealth Management and Professional Services GroupWe are the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping individuals, family trusts, businesses, and charities to thrive. Our extensive range of financial and professional services is designed to deliver...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Group Full time

    About the OpportunityWe are seeking an experienced Private Client Tax Manager to join our team in Tunbridge Wells. This is a fantastic opportunity to work with a diverse range of clients, industries, and projects, enabling both experience and knowledge growth. With a commitment to internal progression and continuous growth, there are ample opportunities for...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Private Client Tax Graduate PositionWe are recruiting a Private Client Tax Graduate to join our team at Evelyn Partners Fund Solutions Limited in Tunbridge Wells. As a key member of our Private Client Tax Services team, you will support clients with their tax issues and develop your expertise in tax compliance and HMRC liaison.Key Highlights:£25,000 -...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is the UK's leading integrated wealth management and professional services group, with a rich heritage of over 186 years in delivering expert advice to individuals and businesses.Our core values of Personal, Performance, and Professionalism drive our exceptional track record of growth and innovation, enabling us to...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Group Full time

    Evelyn Partners Group is a 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. Our exceptional...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Group Full time

    Job Title:Private Client Tax ExpertAbout the Role:We are seeking a seasoned Tax Professional to join our team as a Private Client Tax Associate Director. The ideal candidate will have significant experience in private client tax and a strong track record of delivering innovative solutions to clients.Key Responsibilities:Provide strategic tax planning and...


  • Royal Tunbridge Wells, United Kingdom Evelyn Partners Full time

    Company Description 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...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Group Full time

    About the Role:We are seeking a highly skilled Private Client Manager to join our team at Evelyn Partners Group. As a leading integrated wealth management and professional services group, we deliver exceptional client service and expertise in private client tax. In this role, you will be responsible for managing a portfolio of high net worth clients,...


  • Tunbridge Wells, Kent, United Kingdom Howells Consulting Ltd Full time

    At Howells Consulting Ltd, we offer a unique opportunity for experienced Managers or Senior Managers to pursue their Private Client Tax career outside of London.We provide high-quality new-money entrepreneurial Private Client Tax work without the commute into the capital. Our hybrid working culture encourages a healthy work-life balance, allowing you to...

  • Tax Manager

    1 week ago


    Tunbridge Wells, Kent, United Kingdom TPF Recruitment Full time

    Company OverviewTPF Recruitment is a renowned accountancy practice based in Kent, with a stellar reputation across the UK. They offer a hybrid working pattern and an extensive benefits package, creating an ideal work environment for professionals.Job DescriptionWe are seeking a highly skilled Personal Tax Manager to join our team, focusing on private client...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    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...