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. You will also provide assistance primarily to Managers and Senior Managers in supporting with the delivery of client work. You will be involved in special assignments and advisory projects on an ad hoc basis.
Key Responsibilities
Client work
- Undertake “ad-hoc” consultancy work
- Drive the delivery of advisory and compliance services on a day to day basis
- Demonstrate an ability to manage client accounts and relationships
- Give exceptional client service and be responsible for maintaining regular contact with client team
- Need to keep up to date technically
- Budgeting and monitoring compliance fees
Staff Management and Development
- Liaison with more senior members of the team, including Partners and Directors where required
- Appraisals/monitor staff performance
- On the job training/mentoring for junior staff on a one-to-one basis, including technical and procedural matters
- Dealing with staff questions
Compliance
- Ensuring 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
- Awareness/interest in what other parts of the firm can do, to encourage cross-referrals
Practice Development
- Support the team, as required, in any marketing and business development activities
Qualifications
Key Skills and Experience
- Relevant tax experience gained within the profession or industry
- Technically capable tax adviser who is able to assist in complex client work
- Exemplary organisational and communication skills
- Keen to learn more and expand technical knowledge
- Strong IT skills including practical knowledge of Microsoft Office packages; Outlook, Word, Excel and PowerPoint
- Starting to gain staff management/mentoring/supervisory experience
- Ability to motivate staff to ensure best performance.
- Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.
- Strong communication skills in order to liaise with clients, directors, staff and other professionals.
- Ability to pro-actively monitor costs against budget for individual clients
- Demonstrable experience of supervising others and delegation of work.
- Demonstrable experience of managing people
- Proven project management skills.
- Evidence of managing a small client portfolio
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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