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For Companies At a Glance
- Tasks: Manage client portfolios and deliver tax services with a collaborative team.
- Company: Join Evelyn Partners, a leader in UK wealth management for over 180 years.
- Benefits: Enjoy hybrid working, competitive salary, private medical insurance, and generous holiday packages.
- Why this job: Be part of a supportive team focused on professional growth and client success.
- Qualifications: Must have experience in professional services and be a qualified Chartered Accountant or Tax Adviser.
- Other info: Opportunity to work with diverse clients, including private equity executives and their families.
The predicted salary is between 48000 - 72000 £ per year.
AMS Royal Tunbridge Wells, England, United Kingdom
Company Description
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.
Job Description
Would you like to be part of a truly collaborative team both within PCTS and across the wider team in Tunbridge Wells and be able to work in a friendly local office with the support of colleagues across the wider Evelyn Partner business?
As an Evelyn Partners Private Client Tax Manager you will work with all Assistant Managers, Associate Directors and Directors in the team across their portfolio and will benefit from having a diverse vast array of people to learn from.
Your client portfolios will consist of a mixture of private clients with both established and growing wealth. There is also a focus within the team on private equity execs and their families.
Key Responsibilities
- You will take responsibility for delivering work to clients in line with agreed timelines and budgets.
- You will be managing a client portfolio reviewing the work of junior team members.
- Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
- Monitoring of WIP and drafting fee notes.
- Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
- Developing the more junior team including providing timely feedback and assisting them with technical and personal development.
Qualifications
Essential requirements and qualifications:
- You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues dealing with complex capital gains tax and inheritance tax matters.
- You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
- Ability to think beyond the technical elements of your work and consider the client’s overall landscape.
- Demonstrable experience of delivering 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.
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
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance and Sales
Industries: Accounting
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Manager - Private Client Tax Services employer: AMS
Contact Detail:
AMS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Manager - Private Client Tax Services
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events or webinars where you can meet people from Evelyn Partners or similar firms. Building relationships can give you insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in private client tax legislation. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to staying informed in this field.
✨Tip Number 3
Prepare to discuss your experience in managing client portfolios and delivering tax planning projects. Be ready to share specific examples that highlight your ability to handle complex compliance issues and your approach to client relationship management.
✨Tip Number 4
Showcase your leadership skills by discussing how you've developed junior team members in previous roles. Highlighting your people management experience will align well with the responsibilities of the Private Client Tax Manager position.
We think you need these skills to ace Manager - Private Client Tax Services
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Private Client Tax Manager position. Tailor your application to highlight relevant experience in managing client portfolios and delivering tax planning projects.
Highlight Relevant Experience: In your CV and cover letter, emphasise your significant experience within professional services, particularly in private client tax issues. Mention specific examples of complex capital gains tax and inheritance tax matters you've handled.
Showcase People Management Skills: Since the role involves developing junior team members, include examples of your people management experience. Discuss how you've provided feedback and supported the personal development of colleagues in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also conveys your passion for helping clients achieve their financial aspirations. Make sure to express your enthusiasm for working in a collaborative environment at Evelyn Partners.
How to prepare for a job interview at AMS
✨Understand the Company Culture
Before your interview, take some time to research Evelyn Partners and their approach to client services. Understanding their commitment to collaboration and exceptional service will help you align your answers with their values.
✨Showcase Your Technical Knowledge
Be prepared to discuss your experience with complex tax issues, particularly capital gains and inheritance tax. Use specific examples from your past roles to demonstrate your expertise and ability to communicate complex concepts clearly.
✨Highlight People Management Skills
Since this role involves managing junior team members, be ready to share your experiences in mentoring and developing others. Discuss how you've provided feedback and supported team growth in previous positions.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the team dynamics and the types of clients you would be working with. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
