Private Client Tax Associate Director

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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 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.

As an Associate Director you will be part of the advisory team to work on planning opportunities and work in a team delivering for a wide ranging portfolio of clients. You will also lead client relationships and be involved in meetings and projects for new and potential new clients.

Key responsibilities:

• 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.
• Taking ownership of advisory projects, attending and running client meeting and running client projects
• 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

Qualifications

Essential requirements and qualifications

• Significant experience working across tax planning/advisory projects

• 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.
• 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.

Videos To Watch
https://www.youtube.com/watch?v=9LUB_aFdHH4