Private Client Tax Manager

1 month ago

Royal Tunbridge Wells, United Kingdom Evelyn Partners Full time
Job Description

We are seeking a Private Client Tax Manager to join a highly collaborative team to manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on private equity executives, entrepreneurs and trusts.

Key Responsibilities

  • Deliver excellent client service by maintaining client relationships and liaise proactively with clients on advisory matters
  • Day to day responsibility for meeting both client and compliance deadlines, monitoring time limits and elections
  • Assisting Partners and Directors in, and where appropriate, lead tax planning projects such as succession planning using trusts and corporate structures, capital gains and inheritance tax issues
  • Manage HMRC enquiries and disclosures and dealing with HMRC correspondence of both compliance and advisory nature
  • Responsible for billing and monitoring budgets
  • Review compliance and basic advisory work prepared by more junior members of staff
  • Assist with managing junior member of staff including helping them with technical and personal development
  • Present at technical training sessions
  • Engage in personal business development activities and support business development activities of the team
  • Maintain technical knowledge

Qualifications

Key Skills and Experience

  • Significant relevant experience gained within a professional services firm.
  • Sound knowledge of private client tax issues and dealing with complex capital gains tax and inheritance tax matters.
  • Demonstrable experience of delivering tax planning/advisory projects.
  • Demonstrable experience of managing complex compliance issues.
  • People management and organisational experience 

Professional Qualifications and Education

  • Qualified Chartered Accountant and/or Chartered Tax Adviser


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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