Job Description

Job purpose

We’re seeking a talented individual to join our Private Client Tax team in Bristol

This role will provide tax compliance and advisory services for a wide range of private clients - individuals, trusts, private companies and family offices.,

Key Responsibilities

As A Private client tax assistant manager, your responsibilities will include among others

  • Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK domiciliaries, non UK residents, partnerships and trusts
  • Identifying possible advisory possibilities and opportunities for the clients
  • Give exceptional client service and be responsible for maintaining regular contact with client team
  • Acute awareness of what other parts of the firm can do to encourage cross-referrals
  • Ensuring Evelyn Partners procedures are followed taking account of institute and HMRC guidance, where relevant
  • Ensuring department KPIs are met around chargeable hours, billing and recovery targets
Type:
Permanent
Contract Length:
N/A
Job Reference:
406000245359906
Job ID:
1258000000000297954

Remember: You should never send money to a prospective employer or disclose any financial information. Should you encounter any job listings requesting payments or financial details, please reach out to us immediately. For further guidance, visit jobsaware.co.uk.

Create new Job Alert

Create a new Job Alert to make sure you see the best new jobs first!

Your search has been saved and has been added to your Job Alerts