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Business Tax Assistant Manager, Royal Tunbridge Wells
Location:
Royal Tunbridge Wells, United Kingdom Job Category:
Other EU work permit required:
Yes Job Reference:
177a4c90f8d4 Job Views:
96 Posted:
24.01.2025 Expiry Date:
10.03.2025 Job Description:
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. Why Evelyn Partners Tunbridge Wells? Located centrally within Tunbridge Wells, our office at Brockbourne House offers convenient access to key transportation routes, such as the A26 motorway and Tunbridge Wells Railway Station. Additionally, we provide on-site parking facilities. Situated at the heart of the town, we are within walking distance of a wealth of amenities, including cafes, restaurants, shops, and green spaces. We pride ourselves on fostering a supportive and inclusive environment, prioritising learning and development to nurture your career ambitions. Joining our team means gaining exposure to a diverse range of clients, industries, and projects, enabling both experience and knowledge growth. Collaboration is key to our success; our team actively shares insights and learnings to ensure continuous improvements. With a commitment to internal progression, combined with our continuous growth, there are ample opportunities for promotion. What will you be doing? We’re seeking a talented individual to join our Business Tax team as an assistant manager in Tunbridge Wells, responsible for tax compliance and advisory services for a wide range of business clients. The primary responsibility will be to manage a portfolio of clients and provide assistance primarily to Managers and Senior Managers in supporting the delivery of client work. You will also be involved in special assignments and advisory projects on an ad hoc basis. As a Business Tax Assistant Manager, your responsibilities will include: Undertake “ad-hoc” consultancy work Drive the delivery of advisory and compliance services on a day-to-day basis Manage client accounts and relationships Provide exceptional client service and maintain regular contact with the client team Keep up to date technically Budgeting and monitoring compliance fees Liaison with senior team members, including Partners and Directors where required On-the-job training/mentoring for junior staff on a one-to-one basis, including technical and procedural matters Address staff questions Ensure procedures are followed in accordance with institute and HMRC guidance Meet department KPIs around billing and recovery targets Participate in internal meetings and seminars Encourage cross-referrals by being aware of other parts of the firm Support marketing and business development activities as required Qualifications Key Skills and Experience Relevant tax experience gained within the profession or industry Technically capable tax adviser who can assist in complex client work Exemplary organisational and communication skills Keen to learn and expand technical knowledge Strong IT skills including practical knowledge of Microsoft Office packages; Outlook, Word, Excel, and PowerPoint Starting to gain staff management/mentoring/supervisory experience Ability to motivate staff to ensure best performance Demonstrable ability to organise self and others to work on multiple assignments Strong communication skills to liaise with clients, directors, staff, and other professionals Ability to proactively monitor costs against budget for individual clients Demonstrable experience of supervising others and delegating work Experience managing a small client portfolio 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 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. We are committed to providing a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and can achieve their full potential 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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Location:
Royal Tunbridge Wells, United Kingdom Job Category:
Other EU work permit required:
Yes Job Reference:
177a4c90f8d4 Job Views:
96 Posted:
24.01.2025 Expiry Date:
10.03.2025 Job Description:
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. Why Evelyn Partners Tunbridge Wells? Located centrally within Tunbridge Wells, our office at Brockbourne House offers convenient access to key transportation routes, such as the A26 motorway and Tunbridge Wells Railway Station. Additionally, we provide on-site parking facilities. Situated at the heart of the town, we are within walking distance of a wealth of amenities, including cafes, restaurants, shops, and green spaces. We pride ourselves on fostering a supportive and inclusive environment, prioritising learning and development to nurture your career ambitions. Joining our team means gaining exposure to a diverse range of clients, industries, and projects, enabling both experience and knowledge growth. Collaboration is key to our success; our team actively shares insights and learnings to ensure continuous improvements. With a commitment to internal progression, combined with our continuous growth, there are ample opportunities for promotion. What will you be doing? We’re seeking a talented individual to join our Business Tax team as an assistant manager in Tunbridge Wells, responsible for tax compliance and advisory services for a wide range of business clients. The primary responsibility will be to manage a portfolio of clients and provide assistance primarily to Managers and Senior Managers in supporting the delivery of client work. You will also be involved in special assignments and advisory projects on an ad hoc basis. As a Business Tax Assistant Manager, your responsibilities will include: Undertake “ad-hoc” consultancy work Drive the delivery of advisory and compliance services on a day-to-day basis Manage client accounts and relationships Provide exceptional client service and maintain regular contact with the client team Keep up to date technically Budgeting and monitoring compliance fees Liaison with senior team members, including Partners and Directors where required On-the-job training/mentoring for junior staff on a one-to-one basis, including technical and procedural matters Address staff questions Ensure procedures are followed in accordance with institute and HMRC guidance Meet department KPIs around billing and recovery targets Participate in internal meetings and seminars Encourage cross-referrals by being aware of other parts of the firm Support marketing and business development activities as required Qualifications Key Skills and Experience Relevant tax experience gained within the profession or industry Technically capable tax adviser who can assist in complex client work Exemplary organisational and communication skills Keen to learn and expand technical knowledge Strong IT skills including practical knowledge of Microsoft Office packages; Outlook, Word, Excel, and PowerPoint Starting to gain staff management/mentoring/supervisory experience Ability to motivate staff to ensure best performance Demonstrable ability to organise self and others to work on multiple assignments Strong communication skills to liaise with clients, directors, staff, and other professionals Ability to proactively monitor costs against budget for individual clients Demonstrable experience of supervising others and delegating work Experience managing a small client portfolio 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 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. We are committed to providing a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and can achieve their full potential 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
