Manager - Private Client Tax
Manager - Private Client Tax
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Were seeking a talented individual to join one of our Private Client Teams in Southampton which is responsible for working across an exciting client base of entrepreneurs and the Private Business Sector clients.
This is a largely Advisory based role with just 10% compliance responsibility. With Private Client being a strong focus of the firm you will have the opportunity to collaborate with colleagues nationally on complex cross stream projects and will be given the opportunity to develop your career and thus providing you with plenty of scope for promotion opportunities.
You will have experience within practice environment and we can be flexible on location and working days. We can also accommodate part time at a minimum of four days a week.
You will be strong technically across a wide field specifically OMBs and will have report writing and project management experience as well as being confident at building relationships with colleagues and clients.
If you are ambitious commercial organised can selfmanage and solve problems we want to hear from you.
As Private Client Tax Manager your responsibilities will include among others
- Responsible for a portfolio of clients specifically Entrepreneurs and OMBs
- Project management of multiple complex projects
- Identification of opportunities with clients and liaison with Partner to develop those opportunities
- Preparing and delivering reports for clients attending client meetings and responding to adhoc questions and inquiries regarding their personal tax affairs.
- Give exceptional client service and be responsible for maintaining regular contact with client team
Qualifications :
Education and Qualifications:
- ACA/ CTA or equivalent qualification.
Experience and Skills:
- Experience gained within a professional services firm.
- Good experience in personal tax advisory work.
- Strong report writing skills
- Project Management experience and able to manage multiple projects with the ability to self manage
- Confident with clients and ability to build meaningful relationships
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 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
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
