Assistant Manager - Private Clients Tax (Trusts)

London, England, United Kingdom

12/20/2024

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

We are seeking a talented newly qualified team member to join our Private Tax team in Salisbury, which is responsible for a delivering annual tax compliance and planning work for a wide ranging portfolio of Trust clients.

As an Assistant Manager you will be part of the delivery team that works on client compliance and client planning work as well as yearly routine checks and practice development. This is a fantastic opportunity for a newly qualified tax professional to build their career in a growing and supportive team.

As Trust Assistant Manager your responsibilities will include among others

• Delivering high quality service to a portfolio of Trust clients
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
• Identifying possible planning possibilities
• Preparation of reports for clients
• Answering client ad-hoc questions and enquiries in respect of the trust tax affairs
  
  

Qualifications

To be successful in this role, you should

• Have ability to manage workload in order to prioritise work to meet conflicting deadlines
• 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.
• Ability to meeting deadlines and responding to client needs.
• Provide link in chain to supervise staff members below and support Directors above.
  
  

Education And Qualifications

• ACA/ CTA / STEP or equivalent qualification (Preferred)
  
  

Experience And Skills

• Experience gained within a professional services firm.
• Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work
• Written and Oral communication
• Must have good inter-personal skills to be able to liaise with clients and other staff members.
  
  

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