Private Client Tax Assistant Manager

Client:

Location:

Bristol, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

530623c4572b

Job Views:

12

Posted:

26.04.2025

Expiry Date:

10.06.2025

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; and Performance, 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

Job purpose

We’re seeking a talented individual to join our Private Client Tax team in Bristol.

This role will provide tax compliance and advisory services for a wide range of private clients - individuals, trusts, private companies, and family offices.

Key Responsibilities

• Responsible for a portfolio of clients including sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, partnerships, and trusts.
• Identify advisory opportunities for clients.
• Provide exceptional client service and maintain regular contact with the client team.
• Be aware of cross-referral opportunities within the firm.
• Follow Evelyn Partners procedures, considering institute and HMRC guidance.
• Meet department KPIs around chargeable hours, billing, and recovery targets.

Qualifications

• Ability to plan workload, prioritize tasks, and meet deadlines under pressure.
• Good written communication skills for drafting correspondence with clients and HMRC.
• Strong interpersonal skills for liaising with clients and staff.
• Ability to supervise staff and support Directors.

Education and Experience

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

Additional Benefits

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

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