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Wells-next-the-Sea

    Private Client Tax Manager/senior Manager - Wells-Next-the-Sea, Norfolk, United Kingdom - Evelyn Partners

    Evelyn Partners
    Evelyn Partners Wells-Next-the-Sea, Norfolk, United Kingdom

    2 weeks 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.

    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.

    Read more about us and available career opportunities here: Wealth, accountancy and business advisory services / Evelyn Partners and Careers / Evelyn Partners

    Manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on private equity executives, entrepreneurs and trusts.

    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
    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
    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.
    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

    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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