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

Description

We are seeking a forward thinking Private Client Tax Manager to join our collaborative close knit team based in Tunbridge Wells . If you looking for a role focusing on Private Client work and are keen to grow and develop with the team around you then this could be the role for you.

Key Responsibilities

• Manage a portfolio of personal clients with complex tax affairs, high net worth individuals with a focus on private equity executives, entrepreneurs, and trusts.
• Proactively liaise with clients on advisory matters & maintain strong client relationships.
• Assisting Partners and Directors in, and where appropriate, by leading tax planning projects such as succession planning using trusts and corporate structures, capital gains and inheritance tax issues
• Assist with managing junior member of staff including helping them with technical and personal development. You will have access to a pool of Associates and Assistant Managers who will be responsible for preparing the work and getting first drafts ready for you to review.
• Stay abreast of tax laws and regulations, applying knowledge to deliver innovative solutions to client.

Key Skills and Experience

• Significant private client tax experience gained within a professional practice.
• 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

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.