We’re seeking a talented individual to join our Private Client Tax team in Bristol
This role will provide tax compliance and advisory services for a wide range of private clients - individuals, trusts, private companies and family offices.
Oliver Morgan Crosby Head of Private Client Tax in Bristol recorded an audio clip discussing the Bristol Private Client Team.. Oliver also shares what she believes makes Evelyn Partners a great place to work and what you can expect as a part of our team. Click. here to listen.
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 dependant)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
Experience and Skills:
* Experience gained within a professional services firm.
* Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
* Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure
* Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner
* Must have good inter-personal skills to be able to liaise with clients and other staff members.
* Customer Focus on Meeting deadlines and responding to client needs.
* Provide link in chain to supervise staff members below and support Directors above.
Education and Qualifications:
ACA/ CTA or equivalent qualification.
Our mission is ‘to place the power of good advice into more hands’. We’re committed to giving more people and businesses access to good advice, regardless of their wealth or the size of their company. We are the UK’s leading integrated wealth management and professional services group.
We can look after the combined wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. Our clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. By understanding you and partnering with you, our advice can help you achieve what matters to you most.