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
Purpose of Role:
To manage your own portfolio of clients, working with Directors/Partners or alone on complex consultancy and advisory projects with a primary focus on the International Private Client Tax market.
The role will also entail managing the compliance for the complex clients in your portfolio and helping to grow and manage the wider team.
There will be scope to undertake business development of existing and new clients as well as further developing your own International technical and sector knowledge and expertise whilst also having the opportunity to develop new areas of interest.
Key responsibilities:
Client work
- Manage portfolio of complex compliance cases
- Undertake consultancy work
- Manage portfolio of complex advisory cases
- Give exceptional client service
- Technically strong
- Identifying opportunities on client portfolio
Staff management and development
- Liaison with Partners
- Appraisals/monitor staff performance
- On the job training for junior staff on a one-to-one basis
- Dealing with staff questions
- Practice Development
- Involved in business development activities/profile raising locally
- Able to take advantage of marketing/PR opportunities
Compliance
- Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant
- Personal Development (Technical & Other)
- Internal and external seminars and courses
- Reading
- Internal meetings
Qualifications
Education/Qualifications:
- Qualified tax adviser (CTA) and/or accountant (ACA/CA)
Key Experience/Skills:
- Significant International Private Client Tax experience gained within the profession and/or industry
- Technically capable tax adviser who is able to manage complex client work
- Demonstrable experience of managing people and clients
- Existing business development skills and appetite to grow business
- Project management experience
- Experience of dealing with senior stakeholders both internally and externally
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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