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Private Client Tax Assistant Manager
View: 102
Update day: 11-06-2024
Location: Royal Tunbridge Wells South East
Category: Executive management
Industry: Financial Services
Position: Mid-Senior level
Job type: Full-time
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Job content
Company DescriptionEvelyn 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
As an Assistant Manager you will be part of the delivery team to ensure that the annual tax compliance work is completed and to start to identify planning opportunities and work in a team delivering for a wide ranging portfolio of clients.
Responsibilities
Client compliance work
- Delivering high quality service to clients
- Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK domiciliaries, non UK residents, partnerships and trusts
- Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
- Ensuring all beneficial elections and claims are made
- Identifying possible planning possibilities
- Preparing reports for clients
- Attendance at client meetings
- Answering client ad-hoc questions and enquiries in respect of their personal tax affairs
- Ensuring Evelyn Partners procedures on annual tax cycle are complied with
- Collating and maintaining client information
- Client billing and time analysis
- Attend internal training sessions
- Provide support to other staff members and partners on chargeable and non-chargeable work when required
- Involved in business development activities/profile raising locally
- Able to take advantage of marketing/PR opportunities
Education and Qualifications:
- ACA/ CTA or equivalent qualification.
- Experience gained within a professional services firm.
- Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
- Planning and Organising - Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure.
- Written and Oral communication
- Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
- Must have good inter-personal skills to be able to liaise with clients and other staff members.
- Customer Focus - Meeting deadlines and responding to client needs.
- Team work - Provide link in chain to supervise staff members below and support Directors above.
- Maintain Technical Expertise
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 happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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Deadline: 26-07-2024
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