Senior Manager – Private Client Tax Services

Job title:

Senior Manager – Private Client Tax Services

Company

Evelyn Partners

Job description

Company DescriptionAt 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 DescriptionWhat will you be doing?As a Senior Manager you will be responsible to manage your own portfolio of clients and work with senior staff on consultancy and advisory personal tax planning and offshore projects.Due to recent growth, we are looking for candidates to be based in either Manchester, Leeds or Harrogate, with the requirement to be in the office to collaborate with colleagues three times a week.As a Senior Manager, your responsibilities will include:

• Deliver excellent client service by maintaining client relationships
• Manage a portfolio of personal clients with complex tax affairs, focusing on non-UK domiciled individuals, HNWIs, and some trusts
• Day to day responsibility for meeting both client and compliance deadlines, monitoring time limits and elections
• Assisting Partners in, and where appropriate, lead tax planning projects such as non-domicile issues, onshore and offshore trusts (and other structures) and, capital gains and inheritance tax issues
• Manage HMRC enquiries together with any disclosures to HMRC via the worldwide disclosure facility or the offshore disclosure unit
• Responsible for billing and monitoring budgets
• Assist with managing junior member of staff including helping them with technical and personal development
• Engage in personal business development activities and support business development activities of the team

QualificationsTo be successful in this role, you should:

• Significant relevant experience gained within a professional services firm.
• Sound knowledge of private client tax issues with particular experience of advising non domiciled individuals and dealing with complex capital gains tax and inheritance tax matters.
• Demonstrable experience of delivering tax planning/advisory projects.
• Experience of managing complex compliance issues.
• People management and organisational skills.

Professional Qualifications and Education

• Qualified Chartered Accountant and/or Chartered Tax Adviser

Key Competencies

• Must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure. Must be able to instruct others, delegate appropriately and control delegated work.
• Good written communication skills are necessary to draft reports and correspondence with clients and HMRC to explain technical issues in an easily understandable manner. Must have good inter-personal skills to be able to liaise with clients and other staff members.
• Provide link in chain to supervise staff members below and support Partners above. To be a reference point for technical and other queries to motivate staff and liaise with Partners when difficulties arise.
• Maintain technical knowledge. Need to be able to understand issues, spot potential problems and provide solutions.
• Maintain portfolio of clients and able to retain and develop relationship with existing clients. Responsible for preparing budgets on jobs, time chargeability and WIP and debtor management. To be commercially astute.
• When presented with data, need to be able to provide workable solutions.

Additional InformationAs 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.

Expected salary

Location

Harrogate, North Yorkshire

Job date

Tue, 01 Apr 2025 22:36:51 GMT

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