Transfer Pricing - Associate Director

London, England, United Kingdom

8/2/2024

Company Description

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners

Job Description

Evelyn Partners are looking for an Associate Director to join their fast-growing transfer pricing team.

We are an experienced team of TP specialists that delivers real value that is both practical and commercial and meets our clients’ specific business needs.

We strive to implement robust and efficient solutions for our clients that recognise there is a fine balance between managing risk and cost. We work collaboratively with our clients to focus our input on value-adding activities that will make a real difference.

The role will involve you providing pragmatic TP advice for a diverse range of clients across all industries and ranging from start-ups to large international groups. The advice can include design of policies, transfer pricing advisory, TP documentation (CbCR/Master/Local files), value chain analyses, thin capitalisation reports, input into business reorganisations, transactions, and support with the practical implementation and design of transfer pricing processes

The team appeals to TP professionals who want more autonomy, greater flexibility, and the opportunity to deal with diverse work. Supporting all grades of the team from a technical and development perspective are also essential elements of the role. There will also be scope to contribute to the team’s ongoing strategy and recruitment and play a leading role in continuing the fast-paced growth the team has experienced to date.

This role is a unique opportunity for transfer pricing professionals looking to shape their own careers in an extremely entrepreneurial business, with clear opportunities for progression.

Job Description

Purpose of Role:

This role will provide the individual with opportunities to lead on transfer pricing advisory and compliance services for a wide range of business clients.

The primary responsibility will be to deal with all matters relating to the delivery of a portfolio of projects and managing more junior members of staff as necessary, including involvement in their ongoing development.

You will also be encouraged to engage in business development activity to aid the team’s growth, with support provided by the Directors/Partners.

The role also encompasses a strategic element, with the individual liaising with the Director/Partner group on aspects such as strategy, recruitment and best practices.

Key Responsibilities:

• Oversee delivery of a portfolio of projects across OMBs, SMEs and larger corporates
• Exposure to transfer pricing projects across sectors, including the full breadth of advisory projects
• Opportunity to assist with transactional and due diligence work
• Give exceptional client service and be responsible for maintaining regular contact with client team
• Provide technical advice that is tailored and specific to the circumstances
• Strong project management and end-to-end project ownership
• Opportunity and encouragement to engage in business development activities
• Liaison with Partners/Directors providing input into the team’s strategic director
  
  

Qualifications

Education/Qualifications:

• Qualified accountant (ACA/ACCA/CA) and/or tax advisor (CTA) preferably, but other relevant qualifications considered
  
  

Key Experience/Skills:

• Significant transfer pricing experience gained within the profession and or industry
• Technically capable tax adviser who is able to assist in complex client work
• Demonstrable experience of managing people and clients
• Appetite to develop business development skills to assist with the growth of the business
  
  

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 dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
  
  

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know