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    Private Client Tax - United Kingdom - Evelyn Partners Fund Solutions Limited

    Evelyn Partners Fund Solutions Limited
    Evelyn Partners Fund Solutions Limited United Kingdom

    4 days ago

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    Description

    Evelyn Partners is the UK's leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive.

    We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
    We provide an award-winning service for our clients by employing the best people.

    Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

    An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.

    We're seeking a talented team member to join our Private Tax team in Salisbury, which is responsible for a delivering annual tax compliance work for a wide ranging portfolio of clients.

    As an Assistant Manager you will be part of the delivery team that works on client compliance and client planning work as well as yearly routine checks and practice development.

    This is a fantastic opportunity for a newly qualified tax professional to build their career in a growing team.
    Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
    Answering client ad-hoc questions and enquiries in respect of their personal tax affairs

    Planning and Organising - Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.

    Team work - Provide link in chain to supervise staff members below and support Directors above.
    Experience gained within a professional services firm.
    Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
    Private medical insurance
    Life assurance
    Pension contribution
    Generous holiday package
    Option to purchase additional holiday
    Shared parental leave

    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.

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