Associate Director - Private Client Tax Services

Company Description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment.  The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town. 

You will be joining a team with a diverse portfolio with some complex issues to navigate.  Known for its Landed Estates and rural businesses specialism the team act for a number of titled families. 

Please listen to Tom Warner an Associate Director in the team  here describe his journey so far and why Evelyn Partners has been a fantastic place to work.

Key responsibilities:

• You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts.
• You will assist Partners and Directors with, and when suitable, take the lead on tax planning initiatives like succession planning through trusts and corporate structures, as well as addressing capital gains and inheritance tax concerns.
• Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
• Oversee compliance and fundamental advisory tasks completed by junior staff members.
• Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
• Developing the more junior team including providing timely feedback and assisting them with technical and personal development

Essential requirements and qualifications

• You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues.
• You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
• Ability to demonstrate experience in tax planning/advisory projects as well as managing complex compliance issues.
• People management and organisational experience 
• Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA

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 dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support