Private Client Tax Manager

Evelyn Partners; Bristol; On-site; GBP 40,000 - 65,000; Full time

Job summary

A leading integrated wealth management group seeks a Private Client Tax Manager in Bristol to provide tax compliance and advisory services for a diverse clientele. The role focuses on managing client portfolios, identifying advisory opportunities, and ensuring compliance while fostering client relationships and training junior staff.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Shared parental leave

Qualifications

• Experience within a professional services firm.
• Good knowledge of personal tax compliance and some exposure to planning/advisory work.
• Ability to plan workload effectively to meet deadlines.

Responsibilities

• Managing a portfolio of clients including trusts and partnerships.
• Identifying advisory possibilities and managing related projects.
• Liaising with partners and managing staff performance.

Skills

Personal tax compliance

Advisory work

Workload planning

Written communication

Interpersonal skills

Customer focus

Job description

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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.

Our 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

What will you be doing?

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.

As a Private Client Tax Manager, your responsibilities will include, among others:

• Managing a portfolio of clients including sole traders, partners, HNWIs, non-UK domiciliaries, non-UK residents, partnerships, and trusts.
• Identifying advisory possibilities and opportunities for clients and managing these projects.
• Liaising with Partners, demonstrating strong management skills. Duties include appraisals, monitoring staff performance, on-the-job training for junior staff, and addressing staff questions.
• Managing the administration of the client portfolio, ensuring compliance, accounts, tax returns, and tax computations are completed accurately and timely.
• Preparing reports for clients, attending meetings, and responding to ad-hoc questions regarding their personal tax affairs.
• Providing exceptional client service and maintaining regular contact with the client team.

Qualifications

Experience and Skills:

• Experience within a professional services firm.
• Good knowledge of personal tax compliance and some exposure to planning/advisory work.
• Ability to plan workload effectively to meet deadlines and handle pressure.
• Excellent written communication skills for drafting correspondence and explaining technical issues clearly.
• Strong interpersonal skills to liaise effectively with clients and staff.
• Customer focus and ability to meet deadlines and respond promptly to client needs.
• Ability to supervise staff and support senior management.

Education and Qualifications:

Additional Information

Benefits include:

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

We value diversity and are committed to creating an inclusive environment where all colleagues feel respected and can achieve their full potential. We offer various diversity, equity, and inclusion initiatives and are happy to make reasonable adjustments during the application process. Please inform your Recruiter of any needs.