Assistant Manager - Private Client Tax

Evelyn Partners; Greater London; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Assistant Manager to join their Guildford team. This role offers the opportunity to work with a diverse range of clients, including high-net-worth individuals and partnerships, providing both compliance and advisory services. You will be the first point of contact for your clients, ensuring their tax returns are prepared accurately while identifying planning opportunities to enhance their financial strategies. Join a collaborative team that values personal growth and offers a supportive environment, where your contributions will help shape the financial journeys of clients. This position promises a rewarding career path in a company committed to excellence and client satisfaction.

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Option to Purchase Additional Holiday

Shared Parental Leave

Qualifications

• Experience in a professional services firm is essential.
• Good knowledge of personal tax compliance is required.

Responsibilities

• Prepare tax returns for a diverse portfolio of clients.
• Ensure compliance and administration of client portfolios.
• Identify planning opportunities and manage client billing.

Skills

Personal Tax Compliance

Advisory Work

Client Management

Tax Returns Preparation

Education

Experience in Professional Services

Knowledge of Tax Planning

Job 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.

Would you like to be part of our Guildford Private Client Tax team who enjoy working on a variety of clients including OMBs, HNIs, Partners in Partnerships, Non-Doms, and Sole Traders? You will be involved in a steady mix of advisory and compliance work.

The office is within walking distance from the train station, with local parking and a nice town that offers plenty of restaurants and shopping centers. The team gets involved in charity, networking, and social events and is a friendly, collaborative team.

As a Private Client Tax Assistant Manager, you will be the first point of contact for your portfolio of clients and will work in liaison with your colleagues to deliver annual tax compliance work and identify planning opportunities.

Key responsibilities:

• Preparation of tax returns for a portfolio of clients including sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, and partnerships.
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns, and tax computations.
• Identification of planning opportunities and preparation of reports for clients.
• Management of WIP and client billing.

Qualifications

Experience and education:

• Experience gained within a professional services firm.
• Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.

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 organization. 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 your needs throughout the application process. Please let your Recruiter know.