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. 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. 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 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. Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include: Private medical insurance Life assurance Pension contribution 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 your needs throughout the application process. Please let your Recruiter know.
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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. 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. 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 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. Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include: Private medical insurance Life assurance Pension contribution 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 your needs throughout the application process. Please let your Recruiter know.
#J-18808-Ljbffr
