What will you be doing?
We’re seeking a talented individual to join our Private Client Tax team in London which is responsible for leading part of the delivery team to ensure that the annual tax compliance work is completed and to identify planning opportunities and work in a team delivering for a wide ranging portfolio of clients.
Responsibilities:
- Deliver high-quality service to clients.
- Manage a diverse client portfolio, including sole traders, partners, high-net-worth individuals, non-UK domiciliaries, non-UK residents, partnerships, and trusts.
- Complete administration of the portfolio, ensuring compliance, accounting, tax returns, and tax computations are up to date.
- Adhere to Evelyn Partners' procedures for the annual tax cycle.
- Compile and maintain client information, including billing and time analysis.
- Utilize marketing and public relations opportunities effectively