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Wells-next-the-Sea

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

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

    Found in: Jooble UK O C2 - 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.

    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

    Located centrally within Tunbridge Wells, our office at Brockbourne House offers convenient access to key transportation routes, such as the A26 motorway and Tunbridge Wells Railway Station.

    Additionally, we provide on-site parking facilities.

    Situated at the heart of the town, we are within walking distance of a wealth of amenities, including cafes, restaurants, shops, and green spaces.

    We pride ourselves on fostering a supportive and inclusive environment, prioritising learning, and development to nurture your career ambitions.

    Joining our team means gaining exposure to a diverse range of clients, industries, and projects, enabling both experience and knowledge growth.

    With a commitment to internal progression, combined with our continuous growth, there is ample opportunities for promotion.
    Overall responsibility for a group of clients, with excellent technical expertise in your field.
    Contribution to management of staff members.
    Ensuring excellent client service whilst minimising conduct risk.
    Contributing to the management of your department.

    Provide excellent client service at all times and ensure that the customer experience is a priority across your team and that services provided are in line with the group's Conduct Risk framework.

    Ensure efficient, high quality pro-active and timely execution of advice and services for your clients.

    Contribute to business strategy where relevant to help ensure that decisions put the client first and are commercially viable.

    Assist your Head of Department (HoD) with PR for your field of expertise.
    Responsible for marketing and business development activities for your field of expertise as agreed with your HoD.
    Quality control, compliance and risk management

    Ensure compliance with the group's internal procedures so as not to expose the group to unacceptable levels of risk.

    Report complaints and potential PI issues for your team/direct reports in line with the group's complaints procedures.
    Financial Management

    In conjunction with a relevant partner, monitor and manage chargeable hours, utilisation, recoveries, WIP, billing and lock up for you and your team, ensuring where possible lock up is kept to a minimum and clients are billed regularly.

    Alongside relevant partner, hold regular financial performance reviews with your direct reports in respect of your client portfolio.

    Inform partner promptly of all WIP and bad debt provisions or any other material issues affecting the financial performance of the department.

    Ensure compliance with the Delegated Authority Limits and any other relevant policies in respect of WIP and debtor management.

    Staff Management & Development

    Responsible for the day-to-day management of direct reports.
    Conduct annual development reviews (ADRs) for your direct reports.
    Act as mentor and help to develop talent in line with the TBS talent programme.
    Ensure that you help to develop strong management and leadership skills in your direct reports.
    Ensure your direct reports are developed in accordance with their ADRs and talent development plans.
    In conjunction with your HoD, manage, counsel and develop your direct reports with a view to maximising their work potential (in terms of their skills, knowledge and experience, management style and client
    Qualified Tax Advisor and/or Chartered Accountant

    Significant private client tax experience gained within a professional practice.
    Demonstrable knowledge of private client tax and associated professional advice.
    Demonstrable experience of delivering tax planning/advisory projects.
    Demonstrable experience of developing new business into profitable long-term client relationships.
    Team and project management skills.
    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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