Job description
Company Description
Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here: Wealth, accountancy and business advisory services Evelyn Partners and Careers Evelyn Partners
Job Description
Business Tax
We provide a wide range of tax and consulting services to a broad range of companies, from housing associations to owner managed businesses.
By being involved at the outset of a transaction we can provide comprehensive advice to minimise the tax exposure, considering all the business tax, VAT, international and employee issues as appropriate
Purpose of Role
Working with Partners/Director's to support a range of clients on the tax aspects of corporate finance activity together with support on the ongoing tax position for portfolio companies. A significant part of this role will be business development of existing and new clients
Key responsibilities:
Client work
Building and maintaining key client relationships by delivering excellent client service; Manage the successful delivery of tax projects, ensuring technical excellence and a commercial approach is taken; Support on tax due diligence including reviewing businesses for existing and potential tax issues from both a buy-side and sell-side perspective; Support on tax structuring to help clients ensure their operations are structured in a tax efficient manner e.g. steps to ensure tax efficient acquisitions or disposals for clients buying/selling businesses and implications of entity and shareholder level taxes; Support with pre and post deal services, including assisting clients with pre-acquisition re-structuring and implementing new tax planning ideas. Staff Management and Development
Liaison with Partner and Directors Counsel and develop junior staff through delegation and on the job training Appraisals/monitor staff performance including acting as a Line Manager Work collaboratively with peers in the team and across firm to ensure a joined up approach Practice Development
Involved in business development activities/profile raising Actively use network of established relationships to drive new business opportunities and cross referral of services Identifying and driving opportunities -use insights gained from knowledge sharing sessions, technical training and existing projects to develop new opportunities Building your own client and internal relationships Qualifications
Key Competencies
Client focus - ability to deliver consistently excellent client service. Commercial awareness - delivers value to client and team profitability. Teamwork - organises and supports others. Good communicator - both written and oral. Problem solving - positive attitude to solving problems and deliver outcomes. Education/Qualifications:
Qualified Accountant (ACA, ACCA) and/or CTA (or breadth of knowledge equivalent to CTA, e.g. law qualification) Key Experience/Skills:
Proficient in UK corporate tax gained within the profession and/or industry Client driven and commercially minded Motivated team player with a flexible attitude Excellent communicator Experience of dealing with senior stakeholders both internally and externally Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners 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 workspace 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.