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

What you'll be doing:

As a Partnership Senior Tax Manager you will be part of the private client tax team working on tax advisory and tax compliance services to professional practices and the partners of those firms

Key Responsibilities

Client work including:

• Deliver excellent client service by maintaining client relationships.
• Review complex tax returns, tax computations, tax reserves and tax payment schedules.
• Manage HMRC enquiries, with support from our tax disputes team, where necessary.
• Day to day responsibility for large compliance clients.
• Monitoring time limits and elections for compliance portfolio.
• Review HMRC correspondence of compliance and advisory nature.
• Liaise proactively with clients on advisory matters.
• Assist Partners in, and where appropriate, lead tax planning projects.
• Provide support and, where appropriate, lead at client meetings.
• Responsible for timely billing and monitoring budgets.
• Delegate tasks and review work from junior team members.
• Maintain technical knowledge.
• Ensure relevant client deadlines are met.

Training and development

• Attend internal training sessions.
• Act as coach for junior team members.
• Appraise and provide feedback for junior team members.
• Prepare and present technical training sessions.
• Engage in personal business development activities and support business development activities of the team.

Assisting other staff members

• Provide support to other staff members and Partners on chargeable and non-chargeable work when required.

Compliance

• Ensure relevant client deadlines are met.
• Ensure procedures are adhered to.
• Involvement in some departmental administrative tasks.
• Business Development.
• Assist the Partners with fee quotes and growing the business.
• With a formalised departmental and firm-wide program, develop contacts with firm and externally.
• Join the mentor scheme to help the development of their career.

Key Skills and Experience

• Significant partnership and private client tax experience gained within the professional services and or industry.
• Technically capable tax adviser who is able to assist in complex client work.
• Exemplary organisational and communication skills.
• Demonstrable experience of managing people.
• Appetite to grow business development skills.
• Strong IT skills.

Professional Qualifications and Education

• Relevant professional qualification(s) (CTA and/or ACA)

Key Competencies

• Planning and Organising: must be able to plan workload in order to prioritise to meet conflicting deadlines and cope with pressure. Must be able to instruct others, delegate appropriately and control delegated work.
• 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 Partners above.
• Maintain Technical Expertise: Maintain technical knowledge. Need to be able to understand issues, spot potential problems and provide solutions.

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.