Associate Director - Real Estate Tax

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

Purpose of Role

As an Associate Director you will be part of the Real Estate Tax team that is undergoing significant growth with Real Estate being a strategic focus sector for the firm.

If you have specific experience in Real Estate and would thrive in a dynamic and entrepreneurial working environment this role could work for you. Candidates should have excellent technical skills that they can apply in both an advisory and compliance capacity, and strong client/project management skills to support senior team members with delivering advice and growing client accounts.
 

Responsibilities:

• Manage your own portfolio of clients, working with Partners/Directors (or alone) on complex tax consultancy projects & tax compliance assignments for a range of clients across the real estate sector.
• lead transactional work and manage the delivery of tax structuring and due diligence assignments in connection with client M&A activity, including the co-ordination of work from specialist teams.
• Supporting the Partner/Director team with business development for existing, new, and prospective clients and provide support to your colleagues on chargeable and non-chargeable work when required
• Mentor and develop junior staff through delegation and on the job training, appraisals/monitor staff performance including acting as a Line Manager

Education and Qualifications:

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

Experience and Skills:

• Significant UK corporate tax gained within the profession and/or industry within a Real Estate Team
• Strong awareness of specialist taxes and their application in the real estate sector
• Excellent client management and project management experience and able to work collaboratively across teams.
• Able to demonstrate people management experience

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