For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

We’re seeking a talented individual to join our Digital Compliance Team in Bristol, although we will be flexible on location for the right individual. The team are responsible for implementation of continuous improvement within the internal business process to improve efficiencies, reduce risk and be a catalyst for change.

Opportunity to work with colleagues of all levels including Partners and Directors and exposure to different areas of Tax, software and technology. Liaising and managing communications with Partners and driving change within the business opportunity to identify improvements and deliver change.

Reporting to the Chief Digital Officer you will be responsible for the driving innovation, developing automation and data analytic solutions.

As Project Manager for the Digital Compliance Team your responsibilities will include among others

Coordination of the Tax Technology solutions team on multiple projects. Ensuring the teams are completing projects on time, working closely with technology vendors to ensure delivery of projects. Management of secondees in the team. Reporting into the Chief Digital Officer looking at process improvement.

Your role will be to manage the projects within the Digital Compliance Team implementing continuous improvement within the internal business process to improve efficiencies, reduce risk and be a catalyst for change.

Key responsibilities:

• Tax Programme Work:  Including coordinating Coordinate the delivery of project work with key stakeholders; taking a lead role in the digitisation of the tax businesses; driving change within the business and build relationships to provide the required support and training to teams
• Designing, developing and managing multiple compliance projects
• Developing knowledge of new software and automation to develop compliance processes
• Production of reporting for weekly/ monthly stakeholder meetings
• Staff & Stakeholder Management: Management of secondees in the team; liaise with vendors managing external projects;

To be successful in this role, you should have:

Education/Qualifications:

• Tax/ technology/ Project Management Qualifications preferable but not required

Key Experience/Skills:

• A solid knowledge of private client tax compliance essential
• Proven experience of managing a project portfolio and evidenced of working on process automation projects with the ability to present complex digital solutions simply to the wider tax practice.
• Strong IT skills including practical knowledge of Microsoft Office packages; Outlook, Word, Excel and PowerPoint, and project planning software
• Experience in staff management/supervisory roles

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 dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications