Assistant Manager - Private Clients Tax (Trusts)

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Company 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.

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.

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; Partnership, working with our clients in a joined-up, collaborative way; 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

Job Description

Purpose of Role

As an Assistant Manager you will be part of the delivery team to ensure that the annual trust tax compliance and accounts work is completed and to start to identify planning opportunities and work in a team delivering for a wide ranging portfolio of clients.

Responsibilities:

Client compliance work

• Delivering high quality service to a portfolio of Trust clients
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations

Client planning work

• Identifying possible planning possibilitie
• Preparation of reports for clients
• Answering client ad-hoc questions and enquiries in respect of the trust tax affairs

Qualifications

Key Competencies:

• Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.
• Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
• Must have good inter-personal skills to be able to liaise with clients and other staff members.
• Ability to meeting deadlines and responding to client needs.
• Provide link in chain to supervise staff members below and support Directors above.

Education and Qualifications:

• ACA/ CTA or equivalent qualification.

Experience and Skills:

• Experience gained within a professional services firm.
• Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.

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.

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