Job Description
Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment. The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town.
You will be joining a team with a diverse portfolio with some complex issues to navigate. Known for its Landed Estates and rural businesses specialism the team act for a number of titled families.
Please listen to Tom Warner an Associate Director in the team here describe his journey so far and why Evelyn Partners has been a fantastic place to work.
As an Associate Director you will be part of the advisory team to work on planning opportunities and work in a team delivering for a wide ranging portfolio of clients. You will also lead client relationships and be involved in meetings and projects for new and potential new clients.
Key responsibilities:
* You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts.
* Taking ownership of advisory projects, attending and running client meeting and running client projects
* Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
* Developing the more junior team including providing timely feedback and assisting them with technical and personal development
Qualifications
Essential requirements and qualifications
* Significant experience working across tax planning/advisory projects
* 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.
* People management and organisational experience
* Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA
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 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.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.