Would you like to be part of a truly collaborative team both within PCTS and across the wider team in Tunbridge Wells and be able to work in a friendly local office with the support of colleagues across the wider Evelyn Partner business?
As an Evelyn Partners Private Client Tax Manager, you will work with all Assistant Managers, Associate Directors, and Directors in the team across their portfolio and will benefit from having a diverse vast array of people to learn from.
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 execs and their families.
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.
3. Ability to think beyond the technical elements of your work and consider the client’s overall landscape.
4. Demonstrable experience of delivering tax planning/advisory projects as well as managing complex compliance issues.
5. People management and organisational experience.
6. 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 dependant).
6. Generous holiday package.
7. Option to purchase additional holiday.
8. Shared parental leave.
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