Company Description
Evelyn Partners a top ten UK accountancy and advisory firm. Since 1881, we've worked with our clients to unlock opportunities and navigate the challenges of a changing world. As a trusted partner, we bring clarity to clients with complex requirements, shaping solutions that make a difference. Offering a broad range of services spanning business and private client tax advice, assurance and business services and a suite of advisory and digital services, we work with clients to understand their needs, uncover value and support every stage of business and of life. We believe this is how we can best support our clients' growth.
It's our vision to be the go-to professional services firm for sophisticated businesses and private clients with complex needs and our success hinges on our people. We are a team of highly skilled and passionate professionals, who are empowered to achieve their career aspirations, as we continue to build our business.
It has been announced that the group's professional services business will be re-branded to S&W in Q1 2025.
Job Description
What will you be doing?
As a Manager you will be part of the private client tax team working on tax advisory and tax compliance services to a wide range of clients on your portfolio and assisting others.
Due to recent growth, we are looking for candidates to be based in either Manchester, Leeds or Harrogate, with the requirement to be in the office to collaborate with colleagues three times a week.
As a Manager, your responsibilities will include:
* Client work – This will include review tax returns, manage HMRC enquiries, day to day responsibility for compliance clients, monitor time limits and elections for compliance portfolio (i.e. manage Taxpoint), review HMRC correspondence of compliance and advisory nature, planning/advisory projects, assist Partners in more complex planning/advisory projects, contribute at client meetings, responsible for billing and monitoring budgets, delegates tasks and reviews work from trainees/seniors, maintain technical knowledge and ensure relevant client deadlines are met.
* Training and development – You will be required to attend internal training sessions, act as a coach for trainees/seniors, appraise trainees/seniors and present at technical training sessions.
* Assisting other staff members to provide support to other staff members and partners on chargeable and non-chargeable work when required.
* Compliance – To ensure relevant client deadlines are met, ensuring procedures are adhered to and involved in some departmental administrative tasks.
Qualifications
To be successful in this role, you should:
* Significant private client tax experience gained within the professional services and or industry.
* Technically capable tax adviser who is able to assist in complex client work.
* Demonstrable experience of managing people.
* Appetite to grow business development skills.
Professional Qualifications and Education
* Relevant professional qualification(s) (CTA and/or ACA).
* Must be able to plan workload in order to prioritise to meet conflicting deadlines and cope with pressure. Must be able to instruct others, delegate appropriately and control delegated work.
* Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner. Must have good inter-personal skills to be able to liaise with clients and other staff members.
* Meeting deadlines and responding to client needs.
* Provide link in chain to supervise staff members below and support Partners above.
* Maintain technical knowledge. Need to be able to understand issues, spot potential problems and provide solutions.
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
* Private medical insurance.
* Life assurance.
* Pension contribution.
* Generous holiday package.
* Option to purchase additional holiday.
* Shared parental leave.
* Fully funded training towards professional qualifications.
* Cycle to work scheme.
* Season ticket loan.
* Eye care support.
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.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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