COMPANY DESCRIPTION

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

WHY EVELYN PARTNERS TUNBRIDGE WELLS

Located centrally within Tunbridge Wells, our office at Brockbourne House offers convenient access to key transportation routes, such as the A26 motorway and Tunbridge Wells Railway Station. Additionally, we provide on-site parking facilities. Situated at the heart of the town, we are within walking distance of a wealth of amenities, including cafes, restaurants, shops, and green spaces.
We pride ourselves on fostering a supportive and inclusive environment, prioritising learning, and development to nurture your career ambitions. Joining our team means gaining exposure to a diverse range of clients, industries, and projects, enabling both experience and knowledge growth. Collaboration is key to our success; our team actively share insights and learnings to ensure continuous improvements. With a commitment to internal progression, combined with our continuous growth, there is ample opportunities for promotion.
Job Description

KEY SKILLS AND EXPERIENCE

• Relevant tax experience gained within the profession or industry
• Technically capable tax adviser who is able to assist in complex client work
• Some staff management/mentoring/supervisory experience and ability to motivate staff to ensure best performance.
• Demonstrable ability to organise self and others, such that you can work on several different assignments at one time.
• Strong communication skills in order to liaise with clients, directors, staff and other professionals.
• Proven project management skills and evidence of managing a small client portfolio.
  Additional Information

WHAT WILL YOU BE DOING?

We’re seeking a talented individual to join our Business Tax team as an assistant manager in Tunbridge Wells, which is responsible for tax compliance and advisory services for a wide range of business clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance primarily to Managers and Senior Managers in supporting with the delivery of client work. You will be involved in special assignments and advisory projects on an ad hoc basis. Key

RESPONSIBILITIES

• Drive the delivery of advisory and compliance services on a day to day basis
• Manage client accounts and relationships and provide exceptional client service and be responsible for maintaining regular contact with client team
• Budgeting and monitoring compliance fees
• Liaison with more senior members of the team, including Partners and Directors where required
• Appraisals/monitor staff performance and on the job training/mentoring for junior staff on a one-to-one basis, including technical and procedural matters
• Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant
• Ensuring department KPIs are met around billing and recovery targets
  Qualifications