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 array of people to support and collaborate with.
Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity executives and their families.
Qualifications
Essential requirements and qualifications:
1. 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.
2. 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.
3. Proven expertise in developing new business into profitable long-term client relationships.
4. People management and organizational experience.
5. Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.
As a colleague here at Evelyn Partners, you will have access to benefits that include:
1. Competitive salary.
2. Private medical insurance.
3. Life assurance.
4. Pension contribution.
5. Hybrid working model (role dependent).
6. Generous holiday package.
7. Option to purchase additional holiday.
8. 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 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 and work in a safe, supportive, and inclusive environment.
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