Private Client Tax 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

What will you be doing?

We're seeking a talented individual to join our Private Client Tax team in Bristol, which is responsible for developing relationships and new business opportunities to provide a range of tax and other services to private client individuals.

This is an excellent opportunity to join an expanding team where you will have overall responsibility and accountability for a portfolio of clients, backed by your outstanding technical expertise. You will be adept at leading and nurturing client relationships, with the goal of expanding business opportunities within your existing client base and beyond. You will be responsible for motivating and fostering growth among associate directors, senior managers, and other team members, ensuring top-notch client service while minimizing conduct risk. Additionally, you will contribute to the management of your department and/or office, as applicable.

Oliver Morgan Crosby Head of Private Client Tax in Bristol recorded an audio clip discussing the Bristol Private Client Team.. Oliver also shares what she believes makes Evelyn Partners a great place to work and what you can expect as a part of our team. Click. here to listen.

As a Private Client Tax Director, your responsibilities will include among others

• Client advice - Able to provide suitable strategic and technical advice and guidance to clients with regard to their personal tax affairs.
• Client Liaison - Able to structure and lead client meetings ensuring that information given is up to date, clear and not misleading and meets the client's needs.
• Grow the team - Promote and build the group's reputation internally and externally.
• Quality control, Compliance and Risk Management - Ensure compliance with the group's internal procedures so as not to expose the group to unacceptable levels of risk.
• Financial Management - Monitor and manage chargeable hours, utilisation, recoveries, WIP, billing and lock up for you and your team, ensuring where possible lock up is kept to a minimum and clients are billed regularly.
• Staff Management & Development - In conjunction with your HoB, manage, counsel and develop your direct reports with a view to maximising their work potential (in terms of their skills, knowledge and experience, management style and client care).

Key Performance Indicators:

• Work under your control and direction: it is expected that, unless contributing significantly to management or having a strong technical bias, a director should be responsible for a client portfolio of at least £500,000 per annum.
• Chargeable hours: it is expected that, unless contributing significantly to management, a full time director should regularly record at least 900-1,000 chargeable hours per annum.
• A director would be expected to have under recoveries of <10% per annum on scale rates set within the department.
• A director would be expected to have overall lock-up below the relevant KPIs set for their business line.
• A director would be expected to keep tight control of debtors and demonstrate a commercial approach in connection with outstanding fees.

Qualifications

Candidate Profile

Education/Qualifications:

• Degree educated
• Chartered Accountant and/or Chartered Tax Adviser

Key experience & skills:

• Extensive knowledge and practical experience of private client tax services gained within a professional services firm or boutique advisory practice.
• Proven complex client experience and client handling abilities.
• Demonstrable experience of generating and developing new business and key relationships.
• Strong technical leadership.
• Experience and knowledge of staff management.
• Strong communication and inter-personal skills.
• Strong commercial awareness.

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