Copy of Assistant Manager - Private Client Tax

S&W; London; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An established industry player is seeking an Assistant Manager to join their dynamic team. This role involves delivering high-quality tax compliance services and identifying planning opportunities for a diverse client portfolio, including high-net-worth individuals and trusts. You will play a key role in ensuring adherence to compliance procedures while also supporting the development of junior staff. With a commitment to professional growth and a collaborative environment, this position offers a chance to make a significant impact in the field of personal tax advisory. Join a forward-thinking firm that values diversity and innovation in its approach to client service.

Benefits

Private medical insurance

Life assurance

Pension scheme

Generous holiday entitlement

Shared parental leave

Qualifications

• Experience in a professional services environment.
• Knowledge of personal tax compliance and advisory work.

Responsibilities

• Deliver high-quality service to clients managing a diverse portfolio.
• Ensure compliance with tax returns and computations.
• Identify planning opportunities and attend client meetings.

Skills

Planning and Organising

Communication Skills

Customer Focus

Teamwork

Technical Expertise

Education

ACA/CTA or equivalent qualification

Job description

Copy of Assistant Manager - Private Client Tax

1 week ago Be among the first 25 applicants

Company Description
Evelyn Partners is 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, 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 life. We believe this is how we can best support our clients' growth.

Our Vision
To be the go-to professional services firm for sophisticated businesses and private clients with complex needs. Our success hinges on our people—highly skilled and passionate professionals empowered to achieve their career aspirations as we build our business.

It has been announced that the group's professional services business will rebrand to S&W in Q1 2025.

Job Description

Purpose of Role
As an Assistant Manager, you will be part of the delivery team to ensure that the annual tax compliance work is completed and to assist with planning opportunities, working within a team to serve a wide-ranging portfolio of clients.

Responsibilities
Client compliance work

• Deliver high-quality service to clients
• Manage a portfolio of clients including sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, partnerships, and trusts
• Ensure all aspects of compliance, including accounts, tax returns, and tax computations, are completed
• Make all beneficial elections and claims

Client planning work

• Identify potential planning opportunities
• Prepare reports for clients
• Attend client meetings
• Respond to client inquiries regarding personal tax affairs

Yearly routine checks and compliance

• Ensure adherence to Evelyn Partners' procedures on the annual tax cycle
• Maintain and collate client information
• Handle client billing and time analysis

Training and Development

• Attend internal training sessions

Supporting Colleagues

• Assist colleagues with chargeable and non-chargeable work as needed

Practice Development

• Participate in business development and profile-raising activities
• Leverage marketing and PR opportunities

Qualifications & Skills
Key Competencies:

• Planning and Organising: Ability to prioritize work and meet deadlines under pressure
• Communication Skills: Strong written and oral communication, with the ability to explain technical issues clearly
• Customer Focus: Responding promptly to client needs and meeting deadlines
• Teamwork: Supportive collaboration with colleagues and supervision of junior staff
• Technical Expertise: Maintain up-to-date knowledge of personal tax compliance and advisory work

Education & Qualifications:

• ACA/CTA or equivalent qualification

Experience & Skills:

• Experience in a professional services environment
• Knowledge of personal tax compliance, with some exposure to planning/advisory work

Additional Information

Benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension scheme
• Hybrid working (role dependent)
• Generous holiday entitlement, with options to purchase additional days
• Shared parental leave

We value diversity and are committed to an inclusive environment. We welcome applications from all backgrounds and are happy to accommodate any reasonable adjustments during the application process.