Private Client Tax Director in Bristol

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

What will you be doing?

We’re seeking a talented individual to join our Private Client Tax team in Bristol, which is responsible for developing relationships and new business opportunities to provide a range of tax and other services to private client individuals.

This is an excellent opportunity to join an expanding team where you will have overall responsibility and accountability for a portfolio of clients, backed by your outstanding technical expertise. You will be adept at leading and nurturing client relationships, with the goal of expanding business opportunities within your existing client base and beyond. You will be responsible for motivating and fostering growth among associate directors, senior managers, and other team members, ensuring top-notch client service while minimizing conduct risk. Additionally, you will contribute to the management of your department and/or office, as applicable.

As a Private Client Tax Director, your responsibilities will include among others

Key Performance Indicators: