Tax Manager - Private Client Tax Services

Evelyn Partners a top ten UK accountancy and advisory firm. Since 1881, we've worked with our clients to unlock opportunities and navigate the challenges of a changing world. As a trusted partner, we bring clarity to clients with complex requirements, shaping solutions that make a difference. Offering a broad range of services spanning business and private client tax advice, assurance and business services and a suite of advisory and digital services, we work with clients to understand their needs, uncover value and support every stage of business and of life. We believe this is how we can best support our clients' growth.

It's our vision to be the go-to professional services firm for sophisticated businesses and private clients with complex needs and our success hinges on our people. We are a team of highly skilled and passionate professionals, who are empowered to achieve their career aspirations, as we continue to build our business.

It has been announced that the group's professional services business will be re-branded to S&W in Q1 2025.

The Cambridge office is on an ambitious growth journey, and we need equally driven and ambitious people to join our Private Client Tax Team.

We are seeking an experienced and driven Private Client Tax Manager to join our team. As a Tax Manager, you will be integral in delivering tax planning, compliance and advisory services tailored to the unique needs of a diverse and impressive high-net-worth client base. This is an exciting opportunity to join a collaborative and high performing team of tax professionals.

This will be a hybrid role, with the requirement to be in the Cambridge office to collaborate with colleagues three times a week.    

As a Tax Manager, your responsibilities will include:

• Manage and oversee a portfolio of high-net-worth private clients, ensuring the provision of tailored and strategic tax advice.
• Lead the preparation and review of self-assessment tax returns ensuring compliance with the latest tax updates.
• Provide advice on a broad range of tax matters, including income tax, capital gains tax and inheritance tax for individuals, families, trustees and partnerships.
• Collaborate closely with other teams to offer broad solutions to clients and address their complex needs.
• Build strong client relationships, identifying opportunities for additional services and client growth.
• Mentor and develop junior team members, fostering a culture of continuous learning and improvement

To be successful in this role, you should:

• ATT, CTA, or equivalent professional qualification in accounting or taxation;
• Proven experience in managing a private client tax portfolio;
• Trust, partnership and experience with rural clients is preferable but not essential;
• Strong analytical skills with the ability to interpret complex tax laws and regulations;
• Excellent communication skills, both written and verbal, with the ability to explain technical concepts to clients;
• Client-focused approach with a commitment to delivering high-quality service;
• Ability to identify and develop new business opportunities;
• Adaptability to changing tax regulations and industry trends;

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

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.