Private Client Tax Assistant Manager

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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

What will you be doing?

We're seeking a talented team member to join our Private Tax team in Salisbury, which is responsible for a delivering annual tax compliance work for a wide ranging portfolio of clients.

As an Assistant Manager you will be part of the delivery team that works on client compliance and client planning work as well as yearly routine checks and practice development. This is a fantastic opportunity for a newly qualified tax professional to build their career in a growing team.

As an Assistant Manger, your responsibilities will include among others

• Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK domiciliaries, non UK residents, partnerships and trusts
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
• Identifying possible planning possibilities
• Preparing reports for clients
• Attendance at client meetings
• Answering client ad-hoc questions and enquiries in respect of their personal tax affairs

Qualifications

Key Competencies:

• Planning and Organising - Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.
• Written and Oral communication
  • 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.
• Customer Focus - Meeting deadlines and responding to client needs.
• Team work - Provide link in chain to supervise staff members below and support Directors above.
• Maintain Technical Expertise

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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