Private Client Tax Senior Manager at Evelyn Partners

Salisbury, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

17 Aug, 26

Salary

78500.0

Posted On

19 May, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Private Client Tax, Tax Planning, Succession Planning, Capital Gains Tax, Inheritance Tax, People Management, Portfolio Management, Compliance, Advisory, Trusts, Partnerships, Landed Estates, Agricultural Tax, Client Relationship Management, Technical Communication

Industry

Financial Services

Description

Company Description At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations. Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary. Job Description Would you like to join one of the largest accountancy practices in the area and become part of a friendly team with great spirit of working together within a Private Client Tax environment. The office is a 13 minute walk from Salisbury Train station and the office is situated in the centre of a lovely market town. You will be joining a team with a diverse portfolio with some complex issues to navigate. Known for its Landed Estates and rural businesses specialism the team act for a number of titled families. Please listen to Tom Warner an Associate Director in the team here describe his journey so far and why S&W has been a fantastic place to work. Key responsibilities: You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts You will assist Partners and Directors with, and when suitable, take the lead on tax planning initiatives like succession planning through trusts and corporate structures, as well as addressing capital gains and inheritance tax concerns Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work Oversee compliance and fundamental advisory tasks completed by junior staff members Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work Developing the more junior team including providing timely feedback and assisting them with technical and personal development Qualifications Essential requirements and qualifications You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues. You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions. Ability to demonstrate experience in tax planning/advisory projects as well as managing complex compliance issues. People management and organisational experience Qualified Chartered Accountant and/or Chartered Tax Adviser - ACA / CTA Additional Information As a colleague here at S&W 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 S&W 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 workplace 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. Office Location: Salisbury Compensation: GBP 71400 - GBP 78500 - yearly

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Responsibilities

Manage a portfolio of high-net-worth individuals and complex private clients, focusing on landed estates and agricultural businesses. Lead tax planning initiatives and oversee compliance tasks while mentoring junior staff members.