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- Tasks: Lead projects in digital compliance, driving innovation and process improvements.
- Company: Join Evelyn Partners, a trusted name in UK wealth management for over 180 years.
- Benefits: Enjoy private medical insurance, generous holidays, and fully funded training for professional growth.
- Why this job: Be part of a passionate team, collaborate with leaders, and make a real impact in tax technology.
- Qualifications: Solid knowledge of private client tax compliance; project management experience preferred but not essential.
- Other info: Flexible location options available for the right candidate.
The predicted salary is between 43200 - 72000 £ per year.
Full-time Office Location: London
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 is responsible for the 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 driving innovation, developing automation, and data analytic solutions.
As Project Manager for the Digital Compliance Team, your responsibilities will include:
- Coordination of the Tax Technology solutions team on multiple projects, ensuring the teams are completing projects on time and working closely with technology vendors to ensure delivery.
- Management of secondees in the team and reporting into the Chief Digital Officer looking at process improvement.
- Managing projects within the Digital Compliance Team implementing continuous improvement within internal business processes to improve efficiencies and reduce risk.
Key responsibilities:
- Tax Programme Work: Coordinate the delivery of project work with key stakeholders; take a lead role in the digitisation of the tax businesses; drive 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 enhance 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 is essential.
- Proven experience of managing a project portfolio and evidence 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:
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
- Fully funded training towards professional qualifications
Project Manager - Digital Compliance Tax employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Project Manager - Digital Compliance Tax
✨Tip Number 1
Familiarise yourself with the latest trends in digital compliance and tax technology. Understanding the current landscape will not only help you during interviews but also demonstrate your commitment to staying ahead in the field.
✨Tip Number 2
Network with professionals in the tax and compliance sectors, especially those who work with digital solutions. Attend industry events or webinars to make connections that could provide insights or referrals for the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've driven change or improved processes in previous roles. Highlighting your experience with project management and automation will be crucial in showcasing your fit for this position.
✨Tip Number 4
Research Evelyn Partners thoroughly, including their values and recent projects. Tailoring your conversation to align with their mission and demonstrating how you can contribute to their goals will set you apart from other candidates.
We think you need these skills to ace Project Manager - Digital Compliance Tax
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in project management, tax compliance, and technology. Use specific examples that demonstrate your ability to manage projects and drive change.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for digital compliance and your understanding of the role. Mention how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Skills: Emphasise your strong IT skills and experience with project planning software. Be sure to mention any experience you have with process automation and managing stakeholder relationships.
Prepare for Interviews: Anticipate questions related to your experience in tax compliance and project management. Be ready to discuss specific projects you've managed and how you've implemented improvements in past roles.
How to prepare for a job interview at Evelyn Partners
✨Understand the Role
Make sure you have a clear understanding of the Project Manager role within the Digital Compliance Team. Familiarise yourself with the key responsibilities, such as managing projects, liaising with stakeholders, and driving change. This will help you articulate how your experience aligns with their needs.
✨Showcase Your Experience
Prepare to discuss specific examples from your past work that demonstrate your project management skills, particularly in tax compliance and process automation. Highlight any successful projects you've led and the impact they had on efficiency and risk reduction.
✨Demonstrate Strong Communication Skills
As this role involves liaising with various stakeholders, it's crucial to showcase your communication skills. Be ready to explain complex digital solutions in simple terms and discuss how you've built relationships in previous roles to drive change.
✨Research the Company Culture
Evelyn Partners values collaboration and exceptional service. Research their company culture and be prepared to discuss how you can contribute to their mission of delivering good advice. Showing that you align with their values can set you apart from other candidates.
