Private Client Tax Senior 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
Why Evelyn Partners London?
Our team operates from the Evelyn Partners head office, fostering collaboration among 1,600 colleagues in a modern environment.
We prioritise audit quality through regular training sessions and social events to encourage best practice sharing and teamwork. Additionally, our office is divided into smaller pastoral care teams to foster relationships and ensure a supportive culture, emphasising wellbeing.
Job Description
What will you be doing?
We're seeking a talented individual to join our private client tax team in London which is responsible for leading part of the delivery team to ensure that the annual tax compliance work is completed and to identify planning opportunities and work in a team delivering for a wide ranging portfolio of clients.
Responsibilities:
- Deliver high-quality service to clients.
- Manage a diverse client portfolio, including sole traders, partners, high-net-worth individuals, non-UK domiciliaries, non-UK residents, partnerships, and trusts.
- Complete administration of the portfolio, ensuring compliance, accounting, tax returns, and tax computations are up to date.
- Adhere to Evelyn Partners' procedures for the annual tax cycle.
- Compile and maintain client information, including billing and time analysis.
- Utilize marketing and public relations opportunities effectively
Qualifications
What will you be doing?
We're seeking a talented individual to join our private client tax team in London which is responsible for leading part of the delivery team to ensure that the annual tax compliance work is completed and to identify planning opportunities and work in a team delivering for a wide ranging portfolio of clients.
Responsibilities:
- Deliver high-quality service to clients.
- Manage a diverse client portfolio, including sole traders, partners, high-net-worth individuals, non-UK domiciliaries, non-UK residents, partnerships, and trusts.
- Complete administration of the portfolio, ensuring compliance, accounting, tax returns, and tax computations are up to date.
- Adhere to Evelyn Partners' procedures for the annual tax cycle.
- Compile and maintain client information, including billing and time analysis.
- Utilize marketing and public relations opportunities effectively
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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