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
What will you be doing?
We’re seeking a talented individual to join our Business Tax team as an assistant manager in Tunbridge Wells, which is responsible for tax compliance and advisory services for a wide range of business clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance primarily to Managers and Senior Managers in supporting with the delivery of client work. You will be involved in special assignments and advisory projects on an ad hoc basis.
As A Business Tax Assistant Manager, your responsibilities will include:
1. Undertake “ad-hoc” consultancy work.
2. Drive the delivery of advisory and compliance services on a day-to-day basis.
3. Demonstrate an ability to manage client accounts and relationships.
4. Provide exceptional client service and maintain regular contact with the client team.
5. Keep up to date technically.
6. Budgeting and monitoring compliance fees.
7. Liaison with senior members of the team, including Partners and Directors where required.
8. On-the-job training/mentoring for junior staff on a one-to-one basis, including technical and procedural matters.
9. Address staff questions.
10. Ensure procedures are followed taking account of institute and HMRC guidance, where relevant.
11. Ensure department KPIs are met around billing and recovery targets.
12. Participate in internal meetings, seminars, and courses.
13. Encourage awareness of other parts of the firm to promote cross-referrals.
14. Support the team in any marketing and business development activities.
Qualifications
Key Skills and Experience
1. Relevant tax experience gained within the profession or industry.
2. Technically capable tax adviser who can assist in complex client work.
3. Exemplary organisational and communication skills.
4. Keen to learn more and expand technical knowledge.
5. Strong IT skills including practical knowledge of Microsoft Office packages; Outlook, Word, Excel, and PowerPoint.
6. Starting to gain staff management/mentoring/supervisory experience.
7. Ability to motivate staff to ensure best performance.
8. Demonstrable ability to organise self and others, managing several different assignments simultaneously.
9. Strong communication skills to liaise with clients, directors, staff, and other professionals.
10. Ability to proactively monitor costs against budget for individual clients.
11. Demonstrable experience of supervising others and delegating work.
12. Demonstrable experience of managing people.
13. Evidence of managing a small client portfolio.
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.
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 in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
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