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. Job Description
We’re seeking a talented individual to join one of our Private Client Teams in Southampton, which is responsible for working across an exciting client base of entrepreneurs and the Private Business Sector clients. This is a largely advisory-based role with just 10% compliance responsibility. With Private Client being a strong focus of the firm, you will have the opportunity to collaborate with colleagues nationally on complex cross-stream projects and will be given the opportunity to develop your career, providing you with plenty of scope for promotion opportunities. You will have experience within a practice environment, and we can be flexible on location and working days. We can also accommodate part-time at a minimum of four days a week. You will be strong technically across a wide field, specifically OMBs, and will have report writing and project management experience, as well as being confident at building relationships with colleagues and clients. If you are ambitious, commercial, organized, can self-manage, and solve problems, we want to hear from you. As Private Client Tax Manager, your responsibilities will include: Responsible for a portfolio of clients specifically Entrepreneurs and OMBs. Project management of multiple complex projects. Identification of opportunities with clients and liaison with Partner to develop those opportunities. Preparing and delivering reports for clients, attending client meetings, and responding to ad-hoc questions and inquiries regarding their personal tax affairs. Providing exceptional client service and maintaining regular contact with the client team. Qualifications
Education and Qualifications: Experience and Skills: Experience gained within a professional services firm. Good experience in personal tax advisory work. Strong report writing skills. Project management experience and able to manage multiple projects with the ability to self-manage. Confident with clients and ability to build meaningful relationships. 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
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. Job Description
We’re seeking a talented individual to join one of our Private Client Teams in Southampton, which is responsible for working across an exciting client base of entrepreneurs and the Private Business Sector clients. This is a largely advisory-based role with just 10% compliance responsibility. With Private Client being a strong focus of the firm, you will have the opportunity to collaborate with colleagues nationally on complex cross-stream projects and will be given the opportunity to develop your career, providing you with plenty of scope for promotion opportunities. You will have experience within a practice environment, and we can be flexible on location and working days. We can also accommodate part-time at a minimum of four days a week. You will be strong technically across a wide field, specifically OMBs, and will have report writing and project management experience, as well as being confident at building relationships with colleagues and clients. If you are ambitious, commercial, organized, can self-manage, and solve problems, we want to hear from you. As Private Client Tax Manager, your responsibilities will include: Responsible for a portfolio of clients specifically Entrepreneurs and OMBs. Project management of multiple complex projects. Identification of opportunities with clients and liaison with Partner to develop those opportunities. Preparing and delivering reports for clients, attending client meetings, and responding to ad-hoc questions and inquiries regarding their personal tax affairs. Providing exceptional client service and maintaining regular contact with the client team. Qualifications
Education and Qualifications: Experience and Skills: Experience gained within a professional services firm. Good experience in personal tax advisory work. Strong report writing skills. Project management experience and able to manage multiple projects with the ability to self-manage. Confident with clients and ability to build meaningful relationships. 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
