Private Client Tax Manager - Royal Tunbridge Wells, United Kingdom - Evelyn Partners

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

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

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.