This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.
Company Description
Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
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 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 acts for a number of titled families.
Key responsibilities:
* Manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships, and Trusts.
* Assist Partners and Directors with, and when suitable, take the lead on tax planning initiatives like succession planning through trusts and corporate structures, as well as addressing capital gains and inheritance tax concerns.
* Liaise with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
* Oversee compliance and fundamental advisory tasks completed by junior staff members.
* Maintain strong relationships with clients and support senior members of the team to identify opportunities for new work.
* Develop the more junior team including providing timely feedback and assisting them with technical and personal development.
Qualifications
Essential requirements and qualifications:
* Significant experience gained within another professional services firm and a sound knowledge and understanding of a variety of private client tax issues.
* Proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
* Experience in tax planning/advisory projects as well as managing complex compliance 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.
#J-18808-Ljbffr