- Managing a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts.
- 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 members of staff including helping them with technical and personal development
- 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 organizational
- Qualified Chartered Accountant and/or Chartered Tax Adviser
- 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
Private Client Tax Manager - Salisbury, United Kingdom - Evelyn Partners
Description
Job DescriptionWhat will you be doing?
We're seeking a talented person to join our growing Private Tax team in Salisbury, where you will manage a wide ranging portfolio of clients within the Private tax and Corporation tax space.
The Tax Manager will join an experienced team of 40 where they will have a portfolio of approximately 180 clients within the agricultural space ranging from local personal clients and HNWIs up to the larger Landed estates throughout the UK.
As a Tax Manager, your responsibilities will include among others
To be successful in this role, you should have
Professional Qualifications and Education
As a colleague here at Evelyn Partners, you will have access to benefits that include:
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.