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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 share insights and learnings to ensure continuous improvements. With a commitment to internal progression, combined with our continuous growth, there are ample opportunities for promotion.
Job Description
We're seeking a talented individual to join our Business Tax team as an assistant manager in Tunbridge Wells, which is responsible for tax compliance and advisory services for a wide range of business clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance primarily to Managers and Senior Managers in supporting with the delivery of client work. You will be involved in special assignments and advisory projects on an ad hoc basis.
What will you be doing?
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
* Demonstrate an ability to manage client accounts and relationships
* Provide exceptional client service and maintain regular contact with client team
* Keep up to date technically
* Budget and monitor compliance fees
* Liaise with more senior members of the team, including Partners and Directors where required
* Appraisals/monitor staff performance
* On-the-job training/mentoring for junior staff
* Address staff questions
* Ensure procedures are followed taking account of institute and HMRC guidance, where relevant
* Ensure department KPIs are met around billing and recovery targets
* Participate in internal meetings, seminars and courses
* Encourage awareness of other parts of the firm for cross-referrals
* Support the team in marketing and business development activities
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
* Starting to gain staff management/mentoring/supervisory experience
* Ability to motivate staff to ensure best performance
* Demonstrable ability to organise self and others
* Strong communication skills to liaise with clients, directors, staff and other professionals
* Ability to monitor costs against budget for individual clients
* Demonstrable experience of supervising others and delegating work
* Demonstrable experience of managing people
* Proven project management skills
* Evidence of managing a small client portfolio
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 we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide 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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