Private Client Tax Associate Director

2 months ago

Salisbury, United Kingdom Evelyn Partners Full time
Job Description

Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment.  The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town. 

You will be joining a team with a diverse portfolio with some complex issues to navigate.  Known for its Landed Estates and rural businesses specialism the team act for a number of titled families. 

Please listen to Tom Warner an Associate Director in the team  here describe his journey so far and why Evelyn Partners has been a fantastic place to work.

As an Associate Director you will be part of the advisory team to work on planning opportunities and work in a team delivering for a wide ranging portfolio of clients. You will also lead client relationships and be involved in meetings and projects for new and potential new clients. 

Key responsibilities:

  • You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts.
  • Taking ownership of advisory projects, attending and running client meeting and running client projects
  • 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

  • Significant experience working across tax planning/advisory projects
  • 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.
  • 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 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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