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
Job purpose
This role will provide tax compliance and advisory services for a wide range of business clients.
The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients and managing more junior members of staff as necessary.
You will also provide assistance to Directors/Partners in both client work and in the management of the group.
You will actively be involved in and look to seek out working on special assignments and advisory projects where appropriate.
Key Responsibilities
Client work
- Manage portfolio of businesses including OMBs, SMEs and larger corporates
- Undertake corporate tax provisioning, compliance, and advisory work for your portfolio
- Ability to get involved in variety of business tax work (e.g. ad-hoc advisory, international tax matters, R&D tax credits, awareness of VAT and employment tax aspects)
- Opportunity to assist with transactional and due diligence work
- Give exceptional client service and be responsible for maintaining regular contact with client team
- Technically strong
Staff Management and development
- Liaison with Partners, demonstrating strong management skills
- Appraisals/monitor staff performance
- On the job training for junior staff on a one-to-one basis
- Dealing with staff questions
Compliance
- Ensuring Evelyn Partners procedures are followed taking account of institute and HMRC guidance, where relevant
- Ensuring department KPIs are met around billing and recovery targets
Personal Development (Technical & Other)
- Reading; internal meetings; internal and external seminars and courses
- Acute awareness of what other parts of the firm can do, to encourage cross-referrals
Qualifications
Key Skills and Experience
- Significant corporate tax experience gained within the profession and or industry
- Technically capable tax adviser who is able to assist in complex client work
- Demonstrable experience of managing people and clients
- Appetite to develop business development skills to assist with the growth of the business
Professional Qualifications and Education
- Qualified accountant (ACA/ACCA/CA) and/or tax advisor (CTA)
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 delivering outcomes
- Enthusiastic and keen business developer
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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