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
and Careers | Evelyn Partners

Job Description

Transaction tax

We provide a wide range of tax and consulting services to a broad cross-section of clients, from PE houses and their portfolio companies to owner managed businesses and housing associations.

By being involved at the outset of a transaction we can provide comprehensive advice to minimise the tax exposure, considering all the business tax, VAT, international and employee issues as appropriate. Following the transaction, we can proactively leverage the opportunities and relationships identified on the deal to win post-deal and ongoing client work.

Purpose of Role

Working with the wider Transactions Services team to support clients on the tax aspects of M&A and capital transactional activity, together with support on the ongoing tax position for portfolio companies.

Key responsibilities:

Client work

• Building and maintaining key client relationships by delivering excellent client service;
• Managing the successful delivery of tax projects, ensuring technical excellence and a commercial approach is taken;
• Supporting on tax due diligence including reviewing businesses for existing and potential tax issues from both a buy-side and sell-side perspective;
• Supporting on tax structuring to help clients ensure their operations are structured in a tax efficient manner eg steps to ensure tax efficient acquisitions or disposals for clients buying/selling businesses and implications of entity and shareholder level taxes;
• Supporting with pre and post deal services, including assisting clients with pre-acquisition re-structuring and implementing new tax planning ideas.

Staff Management and Development

• Liaising with senior team members on projects and client account development
• Manage delivery on sections of large projects/entirety of smaller jobs
• Develop junior staff through delegation and on-the-job training
• Work collaboratively with peers in the team and across firm to ensure a joined-up approach.

Practice Development

• Involved in business development activities/profile-raising.
• Identifying and driving opportunities - use insights gained from knowledge sharing sessions, technical training and existing projects to develop new opportunities.
• Beginning to build your own client and internal relationships; actively supporting cross-referral efforts.

Qualifications

Key Competencies

• Client focus - ability to deliver consistently excellent client service.
• Commercial awareness - delivers value to client and team profitability.
• Teamwork - organises and supports others.
• Good communicator - both written and oral.
• Problem solving - positive attitude to solving problems and deliver outcomes.

Education/Qualifications:

• Qualified Accountant (ACA, ACCA) and/or CTA (or breadth of knowledge equivalent to CTA, eg law qualification)

Key Experience/Skills:

• Proficient in UK corporate tax gained within the profession and/or industry
• Client driven and commercially-minded
• Motivated team player with a flexible attitude
• Excellent communicator

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.