Copy of Partnership Senior Tax Manager

TN United Kingdom; Bristol; On-site; GBP 55,000 - 85,000; Full time

Job summary

An established industry player is seeking a Partnership Senior Tax Manager to join their private client tax team in Bristol. This role involves providing tax advisory and compliance services, managing client relationships, and leading tax planning projects. The ideal candidate will have significant experience in partnership and private client tax, along with strong organizational and communication skills. Join a forward-thinking firm that values diversity and offers a supportive environment, where your contributions will directly impact clients and the business's growth.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Significant experience in partnership and private client tax.
• Strong organizational and communication skills essential.

Responsibilities

• Deliver excellent client service and maintain relationships.
• Manage HMRC enquiries and oversee compliance clients.

Skills

Partnership and private client tax experience

Tax advisory skills

Organizational skills

Communication skills

People management

Business development skills

Education

CTA qualification

ACA qualification

Job description

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Copy of Partnership Senior Tax Manager, Bristol

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Client:

Location:

Bristol, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

249440331c63

Job Views:

10

Posted:

28.04.2025

Expiry Date:

12.06.2025

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Job Description:

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; andPerformance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: and

Job Description

What you'll be doing:

As a Partnership Senior Tax Manager you will be part of the private client tax team working on tax advisory and tax compliance services to professional practices and the partners of those firms

Key Responsibilities

• Deliver excellent client service by maintaining client relationships.
• Review complex tax returns, tax computations, tax reserves and tax payment schedules.
• Manage HMRC enquiries, with support from our tax disputes team, where necessary.
• Day to day responsibility for large compliance clients.
• Monitoring time limits and elections for compliance portfolio.
• Review HMRC correspondence of compliance and advisory nature.
• Liaise proactively with clients on advisory matters.
• Assist Partners in, and where appropriate, lead tax planning projects.
• Provide support and, where appropriate, lead at client meetings.
• Responsible for timely billing and monitoring budgets.
• Delegate tasks and review work from junior team members.
• Maintain technical knowledge.

Training and development

• Attend internal training sessions.
• Act as coach for junior team members.
• Appraise and provide feedback for junior team members.
• Prepare and present technical training sessions.
• Engage in personal business development activities and support business development activities of the team.

Assisting other staff members

• Provide support to other staff members and Partners on chargeable and non-chargeable work when required.

Compliance

• Ensure procedures are adhered to.
• Involvement in some departmental administrative tasks.
• Business Development.
• Assist the Partners with fee quotes and growing the business.
• With a formalised departmental and firm-wide program, develop contacts with firm and externally.
• Join the mentor scheme to help the development of their career.

Qualifications

Key Skills and Experience

• Significant partnership and private client tax experience gained within the professional services and or industry.
• Technically capable tax adviser who is able to assist in complex client work.
• Exemplary organisational and communication skills.
• Demonstrable experience of managing people.
• Appetite to grow business development skills.

Professional Qualifications and Education

• Relevant professional qualification(s) (CTA and/or ACA)
• Planning and Organising: must be able to plan workload in order to prioritise to meet conflicting deadlines and cope with pressure. Must be able to instruct others, delegate appropriately and control delegated work.
• Written and Oral communication: Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner. Must have good inter-personal skills to be able to liaise with clients and other staff members.
• Customer Focus: Meeting deadlines and responding to client needs.
• Team work: Provide link in chain to supervise staff members below and support Partners above.
• Maintain Technical Expertise: Maintain technical knowledge. Need to be able to understand issues, spot potential problems and provide solutions.

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 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.