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:

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Job Description

What will you be doing?

We're seeking a talented person to join our growing Private Tax team in Salisbury, where you will manage a wide ranging portfolio of clients within the Private tax and Corporation tax space.

The Tax Manager will join an experienced team of 40 where they will have a portfolio of approximately 180 clients within the agricultural space ranging from local personal clients and HNWIs up to the larger Landed estates throughout the UK.

As a Tax Manager, your responsibilities will include among others

• Managing a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts.
• 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 disclosures and dealing with HMRC correspondence of both compliance and advisory nature
• Responsible for billing and monitoring budgets
• Review compliance and basic advisory work prepared by more junior members of staff
• Assist with managing junior members of staff including helping them with technical and personal development

Qualifications

To be successful in this role, you should have

• Significant relevant experience gained within a professional services firm.
• Sound knowledge of private client tax issues and dealing with 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 organizational

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:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• 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.