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

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. Managing the relationship with clients, with the aim of developing new business from your current client base and beyond.
• You will be leading and mentoring junior team members, providing guidance and support.
• Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
• Maintaining strong relationships with clients delivering comprehensive tax strategies and solutions, 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 to deliver tax planning and advisory projects.
• Proven expertise in developing new business into profitable long-term client relationships.
• 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 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.