Private Client Tax Assistant Manager in London

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: and 

Job Description

Purpose of Role

As an Assistant Manager you will be part of the delivery team to ensure that the annual tax compliance work is completed and to assist on planning opportunities and work in a team delivering for a wide ranging portfolio of clients.

Responsibilities:

Client compliance work

Client planning work

Yearly routine checks and compliance

Training and development

Assisting Colleagues

Practice Development

Qualifications

Key Competencies:

Education and Qualifications:

Experience and Skills:

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

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.