Senior Manager – Private Client Tax Services

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Full time
Location: Salisbury
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Job offered by: TN United Kingdom
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Category:
Client:

Location:

Salisbury, United Kingdom Job Category:

Customer Service - EU work permit required:

Yes Job Reference:

77fec2e1f4e3 Job Views:

9 Posted:

22.01.2025 Expiry Date:

08.03.2025 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 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 acts for a number of titled families. Key responsibilities: Manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts. Assist Partners and Directors with, and when suitable, take the lead on tax planning initiatives like succession planning through trusts and corporate structures, as well as addressing capital gains and inheritance tax concerns. Liaise with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work. Oversee compliance and fundamental advisory tasks completed by junior staff members. Maintain strong relationships with clients and support senior members of the team to identify opportunities for new work. Develop junior team members including providing timely feedback and assisting them with technical and personal development. Qualifications

Essential requirements and qualifications: Significant experience gained within another professional services firm and a sound knowledge and understanding of a variety of private client tax issues. Proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions. Experience in tax planning/advisory projects as well as managing complex compliance 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 dependent) Generous holiday package Option to purchase additional holiday Shared parental leave Fully funded training towards professional qualifications Cycle to work scheme Season ticket loan Eye care support Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Bank or payment details should not be provided when applying for a job. Eurojobs.com is not responsible for any external website content. All applications should be made via the 'Apply now' button.

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