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.
As a Private Client Tax Manager, your responsibilities will include:
* Responsible for a portfolio of clients which may include sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, partnerships, and trusts.
* Identifying possible advisory opportunities for the clients and managing these projects.
* Liaison with Partners, demonstrating strong management skills, including appraisals, monitoring staff performance, on-the-job training for junior staff, and addressing staff questions.
* Managing the administration of the portfolio of clients, ensuring all aspects of compliance, accounts, tax returns, and tax computations.
* Preparing 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
Experience and Skills:
* Experience gained within a professional services firm.
* Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
* Ability to plan workload in order to prioritize work to meet conflicting deadlines and cope with pressure.
* Good written communication skills to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
* Good interpersonal skills to liaise with clients and other staff members.
* Customer focus on meeting deadlines and responding to client needs.
* Ability to supervise staff members and support Directors.
Education and Qualifications:
ACA/CTA or equivalent qualification.
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
We are proud to 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 are delivering multiple diversity, equity, and inclusion initiatives across the organization. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they 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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