Private Client Tax Manager
3 weeks ago
We’re seeking a talented individual to join our Private Client Tax team in tunbridge wells, which is responsible for the management of portfolios 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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