Private Client Tax Assistant Manager
3 months ago
Would you like to be part of our Guildford Private Client Tax team who enjoy working on a variety of clients including OMB’s, HNI, Partners in Partnerships, Non-Doms and Sole Traders. You will be involved in a steady mix of advisory and compliance work.
The office is walking distance from the train station, with local parking and a nice town that offers plenty of restaurants and shopping center. The team gets involved in charity, networking and social events and are a friendly collaborative team.
As a Private Client Tax Assistant Manager you will be the first point of contact for your portfolio of clients and will work in liaison with your colleagues to the deliver annual tax compliance work and identify planning opportunities.
Key responsibilities:
- Preparation of Tax returns for a portfolio of clients including sole traders, partners, HNWIs, non UK domiciliaries, non UK residents, and partnerships
- Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
- Identification of planning opportunities and preparation of reports for clients.
- Management of WIP and client billing.
Qualifications
Experience and education
- Experience gained within a professional services firm.
- Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
- ACA / ATT / CTA or equivalent qualification.
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 dependant)
- 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.
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