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
To manage own portfolio of US connected clients and working with senior staff on consultancy and advisory personal tax planning and projects.
Key Responsibilities
- Deliver excellent client service by maintaining client relationships
- Manage a portfolio of personal clients with complex tax affairs, focusing on UK resident US connected clients, including HNW individuals and business owners.
- Day to day responsibility for meeting both client and compliance deadlines (UK and US), monitoring time limits, extensions and elections
- Liaise proactively with clients on advisory matters
- Assisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, expatriation, trust planning and business structuring
- Manage HMRC/IRS enquiries and LDF related matters and dealing with HMRC/IRS correspondence of both compliance and advisory nature
- Responsible for billing and monitoring budgets
- Review compliance and basic advisory work prepared by more junior members of staff
- Assist with managing junior member of staff including helping them with technical and personal development
- Present at technical training sessions
- Engage in personal business development activities and support business development activities of the team
- Maintain technical knowledge
- Ensuring internal procedures are adhered to and responsible for some departmental administrative task
Qualifications
Key Skills and Experience
- Significant relevant experience gained within a professional services firm.
- Sound knowledge of private client tax issues with particular experience of advising US clients and non domiciled individuals
- Demonstrable experience of delivering tax planning/advisory projects.
- Demonstrable experience of managing complex compliance issues.
- People management and organizational
Professional Qualifications and Education
- US Enrolled agent or CPA
- Qualified Chartered Accountant and/or Chartered Tax Adviser
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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