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

Would you like to be part of our Guildford Private Client Tax team who enjoy working on a variety of clients including OMB's, HNI, Partners in Partnerships, Non-Doms and Sole Traders. You will be involved in a steady mix of advisory and compliance work.

The office is walking distance from the train station, with local parking and a nice town that offers plenty of restaurants and shopping center. The team gets involved in charity, networking and social events and are a friendly collaborative team.

As a Private Client Tax Assistant Manager you will be the first point of contact for your portfolio of clients and will work in liaison with your colleagues to the deliver annual tax compliance work and identify planning opportunities.

Key responsibilities:

• Preparation of Tax returns for a portfolio of clients including sole traders, partners, HNWIs, non UK domiciliaries, non UK residents, and partnerships
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
• Identification of planning opportunities and preparation of reports for clients.
• Management of WIP and client billing.

Qualifications

Experience and education

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

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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