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

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

Are you a seasoned Tax Professional ready to take the next step in your career ? We're seeking a talented individual to join our team as a Private Client Tax Associate Director. 

Job Purpose

• Provide strategic tax planning and advisory services to high net worth individuals and families 
• Cultivate and maintain strong client relationships 
• Lead and mentor a team of tax professionals, providing guidance and support
• stay abreast of tax laws and regulations, applying knowledge to deliverm innovative solutions to clients
• collaborate with cross functional teams to deliver comprehensive tax strategies and solutions. 
• Skilled at leading and managing the relationship with clients, with the aim of developing new business from your current client base and beyond.

Qualifications

Professional Qualifications and Education

• Qualified Tax Advisor and/or Chartered Accountant

Key Skills and Experience

• Significant private client tax experience gained within a professional practice.
• Demonstrable knowledge of private client tax and associated professional advice.
• Demonstrable experience of delivering tax planning/advisory projects.
• Demonstrable experience of managing and developing client relationships.
• Demonstrable experience of developing new business into profitable long-term client relationships.
• Team and project management skills.

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.

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