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Private Client Tax Senior Manager

evelyn Partners, Salisbury

Private Client Tax Senior Manager

Salary not available. View on company website.

evelyn Partners, Salisbury

  • Full time
  • Permanent
  • Onsite working

Posted today, 21 Dec | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

job Ref: 9803966fe40f4faea676c3d0826f2703

Full Job Description

  • You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts.
  • You will assist Partners and Directors with, and when suitable, take the lead on tax planning initiatives like succession planning through trusts and corporate structures, as well as addressing capital gains and inheritance tax concerns.
  • Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
  • Oversee compliance and fundamental advisory tasks completed by junior staff members.
  • 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

    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.
  • 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 demonstrate experience in 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

    Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment. The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town.
    • You will be joining a team with a diverse portfolio with some complex issues to navigate. Known for its Landed Estates and rural businesses specialism the team act for a number of titled families. Please listen to Tom Warner an Associate Director in the team here describe his journey so far and why Evelyn Partners has been a fantastic place to work., Our mission is 'to place the power of good advice into more hands'. We're committed to giving more people and businesses access to good advice, regardless of their wealth or the size of their company. We are the UK's leading integrated wealth management and professional services group. We can look after the combined wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. Our clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. By understanding you and partnering with you, our advice can help you achieve what matters to you most.

  • 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

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