Skip to main content

This job has expired

Manager - Private Clients Tax

Recruiter
Evelyn Partners
Location
Royal Tunbridge Wells, UK
Salary
Competitive Salary & Benefits Package
Closing date
29 Nov 2024
View more categoriesView less categories

Job Details

Job Description

Would you like to be part of a truly collaborative team both within PCTS and across the wider team in Tunbridge Wells and be able to work in a friendly local office with the support of colleagues across the wider Evelyn Partner business?

As an Evelyn Partners Private Client Tax Manager you will work with all Assistant Managers, Associate Directors and Directors in the team across their portfolio and will benefit from having a diverse vast array of people to learn from.

Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity execs and their families.

Nicola MacAulay our Director in Private Client Tax in Royal Tunbridge Wells office has recorded an audio clip discussing the team and its ambitions. Nicola also shares how this office has its own personality whilst having the benefits and opportunities from being part of a much larger organsation. Click here to listen.

Key responsibilities:

  • You will take responsibility for delivering work to clients in line with agreed timelines and budgets.
  • You will be managing a client portfolio reviewing the work of junior team members.
  • Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
  • Monitoring of WIP and drafting fee notes
  • Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
  • Developing the more junior team including providing timely feedback and assisting them with technical and personal development

Qualifications

Essential requirements and qualifications

  • You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.
  • You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
  • Ability to think beyond the technical elements of your work and consider the client’s overall landscape.
  • Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues.
  • People management and organisational experience 
  • Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA

Additional information

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 dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

Company

We are the UK’s leading integrated professional and financial services group, collectively looking after £61.8 billion of assets for our clients – which we’ve been doing for over 188 years.

Like most families, we’re proud of our roots. From Tilney’s beginnings in Liverpool in 1836, to the founding of Smith & Williamson in Glasgow in 1881, throughout our history we’ve helped generations of people and businesses thrive. 

Fast forward to today, and with Tilney Smith & Williamson renamed as Evelyn Partners, a new chapter of our family story has begun.

A story of change – but also of constancy. We’re still here, in 28 towns and cities across Britain, Ireland and the Channel Islands, doing what we do best: placing the power of good advice into more hands.

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.

Whether you're just beginning your career journey or are an experienced professional seeking a new opportunity, we’re committed to giving you a platform for growth, innovation and impact.

Company info
Location
London
United Kingdom

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert