Manager - Private Client Tax Services

AMS; Royal Tunbridge Wells; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

Join a dynamic and collaborative team as a Private Client Tax Manager, where you'll manage diverse client portfolios and lead a team of professionals. This role offers a unique opportunity to work closely with clients on complex tax issues, including capital gains and inheritance tax. You'll be supported by a friendly office environment and have access to ongoing professional development. The firm values its people and provides a range of benefits, including a competitive salary, private medical insurance, and a hybrid working model. If you're passionate about delivering exceptional service and developing talent, this position is perfect for you.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Fully funded training towards professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Significant experience in professional services with private client tax issues.
• Proven ability to communicate complex tax matters effectively.

Responsibilities

• Manage client portfolios and review junior team members' work.
• Deliver work to clients on time and within budget.

Skills

Private Client Tax Knowledge

Capital Gains Tax

Inheritance Tax

Tax Planning

People Management

Organizational Skills

Education

Chartered Accountant (ACA)

Chartered Tax Adviser (CTA)

Job description

AMS Royal Tunbridge Wells, England, United Kingdom

Company Description
For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description
Would you like to be part of a truly collaborative team both within PCTS and across the wider team in Tunbridge Wells and be able to work in a friendly local office with the support of colleagues across the wider Evelyn Partner business?
As an Evelyn Partners Private Client Tax Manager you will work with all Assistant Managers, Associate Directors and Directors in the team across their portfolio and will benefit from having a diverse vast array of people to learn from.
Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity execs and their families.

Key Responsibilities

• You will take responsibility for delivering work to clients in line with agreed timelines and budgets.
• You will be managing a client portfolio reviewing the work of junior team members.
• Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
• Monitoring of WIP and drafting fee notes.
• Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
• Developing the more junior team including providing timely feedback and assisting them with technical and personal development.

Qualifications

Essential requirements and qualifications:

• You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.
• You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
• Ability to think beyond the technical elements of your work and consider the client’s overall landscape.
• Demonstrable experience of delivering 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 dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales

Industries: Accounting