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Senior Manager - Private Client Tax Services @Evelyn Partners PS

[Hiring] Senior Manager - Private Client Tax Services @Evelyn Partners PS

Mar 31, 2025 - Evelyn Partners PS is hiring a remote Senior Manager - Private Client Tax Services. 💸 Salary: competitive salary. 📍Location: UK.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment? The office is a 13 minute walk from Salisbury Train station and is situated in the centre of a lovely market town.

You will be joining a team with a diverse portfolio with some complex issues to navigate. Known for its Landed Estates and rural businesses specialism, the team acts for a number of titled families.

  • Manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships, and Trusts.
  • Assist Partners and Directors with, and when suitable, take the lead on tax planning initiatives like succession planning through trusts and corporate structures, as well as addressing capital gains and inheritance tax concerns.
  • Liaise with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
  • Oversee compliance and fundamental advisory tasks completed by junior staff members.
  • Maintain strong relationships with clients and support senior members of the team to identify opportunities for new work.
  • Develop the more junior team including providing timely feedback and assisting them with technical and personal development.

Qualifications

  • Significant experience gained within another professional services firm with a sound knowledge and understanding of a variety of private client tax issues.
  • Proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
  • Experience in tax planning/advisory projects as well as managing complex compliance issues.
  • People management and organisational experience.
  • Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA.

Benefits

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
  • Fully funded training towards professional qualifications
  • Cycle to work scheme
  • Season ticket loan
  • Eye care support

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Before You Apply
📍 Be aware of the location restriction for this remote position: UK
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Senior Manager - Private Client Tax Services @Evelyn Partners PS
Finance / Legal
Salary 💸 competitive salary
Remote Location
UK
Job Type full-time
Posted Mar 31, 2025
Apply for this position Unlock 55,176 Remote Jobs
📍 Be aware of the location restriction for this remote position: UK
Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
Senior Manager - Private Client Tax Services Apply for this position Unlock 55,176 Remote Jobs
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