Private Client Tax Senior Manager at Evelyn Partners Group Limited

Royal Tunbridge Wells, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

28 Jun, 26

Salary

0.0

Posted On

30 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Private Client Tax, Tax Compliance, Tax Advisory, Tax Planning, Succession Planning, Trusts, Capital Gains Tax, Inheritance Tax, Client Relationship Management, Business Development, Team Mentoring, Portfolio Management, HNWIs, Entrepreneurs, Partnerships

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 What will you be doing? Would you like to be part of a growing and ambitious Private Client team based in Tunbridge Wells, working across a variety of interesting and complex clients with the support of colleagues across the wider S&W business? As an S&W Private Client Tax Senior Manager you will manage a portfolio of clients and their families (including HNWIs, entrepreneurs/business owners and internationally mobile individuals), working closely with Partners/Directors to deliver advisory and compliance services. The role will also include business development in respect of new and existing clients, and mentoring/developing team members. As Senior Manager, your responsibilities will include among others Managing a varied portfolio of personal clients with complex tax affairs including HNWIs, entrepreneurs, partnerships and trusts Assisting 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 Overseeing 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 To be successful in this role, you should have Significant experience and knowledge of a variety of private client tax issues gained within another professional services firm Proven technical knowledge and capability to communicate complex messages to your client base Ability to demonstrate experience in tax planning/advisory projects as well as managing complex compliance issues. People management and organisational experience Appetite to develop your business development skills Professional Qualifications 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: Tunbridge Wells

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Responsibilities

The Senior Manager will manage a portfolio of complex private client tax affairs, including HNWIs, entrepreneurs, and trusts, while assisting Partners and Directors with tax planning initiatives like succession planning. Responsibilities also involve overseeing compliance tasks completed by junior staff, maintaining client relationships, and developing junior team members.