Private Client Tax Assistant Manager

TN United Kingdom; 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 dynamic team in London. This role involves ensuring tax compliance for a diverse client portfolio, identifying planning opportunities, and delivering exceptional service. You will be part of a collaborative environment that values personal and professional growth, providing you with the chance to develop your skills while making a significant impact on clients' financial journeys. If you are passionate about tax compliance and advisory work, this is the perfect opportunity to advance your career.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven ability to prioritize workload and meet deadlines under pressure.
• Strong written communication skills for drafting client correspondence.

Responsibilities

• Deliver high-quality service to clients and manage a diverse portfolio.
• Identify planning opportunities and prepare reports for clients.

Skills

Planning and Organising

Written and Oral Communication

Customer Focus

Teamwork

Technical Expertise

Education

Experience within a professional services firm

Knowledge of personal tax compliance

Job description

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Private Client Tax Assistant Manager, London

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

36be1c6597e0

Job Views:

14

Posted:

01.05.2025

Expiry Date:

15.06.2025

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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; 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

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 on planning opportunities and work in a team delivering for a wide-ranging portfolio of clients.

Responsibilities:

Client compliance work

• Delivering high-quality service to clients
• Responsible for a portfolio of clients which may include sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, partnerships, and trusts
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns, and tax computations
• Ensuring all beneficial elections and claims are made

Client planning work

• Identifying possible planning opportunities
• Preparing reports for clients
• Attending client meetings
• Answering client ad-hoc questions and enquiries regarding their personal tax affairs

Yearly routine checks and compliance

• Ensuring Evelyn Partners procedures on the annual tax cycle are followed
• Collating and maintaining client information
• Client billing and time analysis

Training and development

• Attend internal training sessions

Assisting Colleagues

• Provide support to colleagues on chargeable and non-chargeable work when required

Practice Development

• Involved in business development activities/profile raising locally
• Able to take advantage of marketing/PR opportunities

Qualifications

• Planning and Organising - Must be able to plan workload to prioritize work to meet deadlines and cope with pressure.
• Written and Oral communication - Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues clearly; good interpersonal skills to liaise with clients and staff.
• Customer Focus - Meeting deadlines and responding to client needs.
• Teamwork - Support colleagues and support Directors above.
• Maintain Technical Expertise

Education and Qualifications:

Experience and Skills:

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

Additional Information

Benefits include:

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

We value diversity and inclusion and are committed to providing a respectful, supportive, and inclusive environment. We accommodate reasonable adjustments during the application process. Please inform your Recruiter of any needs.