Associate Director - Private Client Tax Services
Full-time Office Location: Salisbury Company Description For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients. 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, including HNWIs, 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 team members in identifying opportunities for new work. Develop junior team members by providing timely feedback and assisting with their technical and personal development. Essential Requirements and Qualifications Significant experience gained within another professional services firm with sound knowledge 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 and 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: Private medical insurance Life assurance Pension contribution Generous holiday package Option to purchase additional holiday Shared parental leave Fully funded training towards professional qualifications
#J-18808-Ljbffr
Full-time Office Location: Salisbury Company Description For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients. 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, including HNWIs, 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 team members in identifying opportunities for new work. Develop junior team members by providing timely feedback and assisting with their technical and personal development. Essential Requirements and Qualifications Significant experience gained within another professional services firm with sound knowledge 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 and 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: Private medical insurance Life assurance Pension contribution Generous holiday package Option to purchase additional holiday Shared parental leave Fully funded training towards professional qualifications
#J-18808-Ljbffr
