Private Client Tax Manager

Evelyn Partners; Royal Tunbridge Wells; On-site; GBP 55,000 - 80,000; Full time

Job summary

Evelyn Partners is looking for a Private Client Tax Manager in Royal Tunbridge Wells to manage client portfolios with complex tax affairs. The role includes delivering exceptional client service, overseeing tax planning projects, and managing compliance issues, offering significant opportunities for career development in a diverse and inclusive environment.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Significant experience in professional services focused on client tax.
• Sound knowledge of capital gains and inheritance tax issues.
• Experience delivering tax planning and managing compliance.

Responsibilities

• Maintain client relationships and manage tax advisory projects.
• Meet compliance deadlines and manage HMRC enquiries.
• Assist in managing junior staff and support their development.

Skills

Client Relationship Management

Tax Planning

Compliance Management

People Management

Organizational Skills

Education

Qualified Chartered Accountant

Chartered Tax Adviser

Job description

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Private Client Tax Manager, Royal Tunbridge Wells

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Client:

Location:

Royal Tunbridge Wells, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

d6bb8c537435

Job Views:

5

Posted:

02.06.2025

Expiry Date:

17.07.2025

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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

Why Evelyn Partners Tunbridge Wells

Located centrally within Tunbridge Wells, our office at Brockbourne House offers convenient access to key transportation routes, such as the A26 motorway and Tunbridge Wells Railway Station. Additionally, we provide on-site parking facilities. Situated at the heart of the town, we are within walking distance of a wealth of amenities, including cafes, restaurants, shops, and green spaces.

We pride ourselves on fostering a supportive and inclusive environment, prioritising learning, and development to nurture your career ambitions. Joining our team means gaining exposure to a diverse range of clients, industries, and projects, enabling both experience and knowledge growth. Collaboration is key to our success; our team actively share insights and learnings to ensure continuous improvements. With a commitment to internal progression, combined with our continuous growth, there is ample opportunities for promotion.

Job Description

We’re seeking a talented individual to join ourPrivate Client Tax team in tunbridge wells, which is responsible for themanagement of portfolios of personal clients with complex tax affairs, HNWIs with a focus on private equity executives, entrepreneurs and trusts.

Key Responsibilities

• Deliver excellent client service by maintaining client relationships and liaise proactively with clients on advisory matters
• Day to day responsibility for meeting both client and compliance deadlines, monitoring time limits and elections
• Assisting Partners and Directors in, and where appropriate, lead tax planning projects such as succession planning using trusts and corporate structures, capital gains and inheritance tax issues
• Manage HMRC enquiries and disclosuresand dealing with HMRC correspondence of both compliance and advisorynature
• Responsible for billing and monitoring budgets
• Review compliance and basic advisory work prepared by more junior members of staff
• Assist with managing junior member of staff including helping them with technical and personal development
• Present at technical training sessions
• Engage in personal business development activities and support business development activities of the team
• Maintain technical knowledge

Qualifications

Key Skills and Experience

• Significant relevant experience gained within a professional services firm.
• Sound knowledge of private client tax issuesand dealingwith complex capital gains tax and inheritance tax matters.
• Demonstrable experience of delivering tax planning/advisory projects.
• Demonstrable experience of managing complex compliance issues.
• People management and organisational experience

Professional Qualifications and Education

• Qualified Chartered Accountant and/or Chartered Tax Adviser

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.