As an Evelyn Partners Private Client Tax Associate Director you will work with all Assistant Managers, Managers and Directors in the team across their portfolio and will benefit from having a diverse vast array of people to support and collaborate with.
* You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.
* You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions to deliver tax planning and advisory projects.
* Proven expertise in developing new business into profitable long-term client relationships.
* People management and organisational experience
* Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA
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.
* 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
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 feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.