Evelyn Partners
Evelyn Partners’s personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its range of services include assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, as well as corporate finance and transaction services.
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.
Through establishing close relationships with our clients, we ensure that we are able to deliver the most comprehensive business tax advice, and also ensure we are aware of the key opportunities and risks faced by our clients.
Job Description
Purpose of Role:
This role will provide tax compliance and advisory services for a wide range of business clients.
The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance to Directors/Partners in both client work and in the management of the group. You will be involved in special assignments and advisory projects on an ad hoc basis.
A key part of the role requires the individual to actively seek, and keep the Partner informed about any new business opportunities arising at existing and new clients.
Transfer Pricing Team
Evelyn Partners are looking for an Assistant Manager to join their fast-growing transfer pricing team.
The role will involve you providing pragmatic TP advice for a diverse range of clients that include FS, tech, consumer goods and real estate, to name a few. The advice can include design of policies, transfer pricing memorandums, group reporting obligations (Master/Local files), thin capitalisation reports and input into business reorganisations and transactions.
This is an opportunity to take a holistic approach to client advice. You can look at the overall business and consult with the client for the right outcome. As a rapidly developing part of the Evelyn Partners professional services offering, it’s also an opportunity to shape the strategic delivery of transfer pricing services.
The team appeals to tax professionals who want freedom, greater flexibility, and the opportunity to deal with diverse work.
Key responsibilities:
Client work
- Undertake “ad-hoc” consultancy work
- Manage portfolio of complex cases, both advisory and compliance
- Give exceptional client service and be responsible for maintaining regular contact with client team
- Need to keep up to date technically
- Budgeting and monitoring compliance fees
Staff Management and Development
- Liaison with Partners
- Appraisals/monitor staff performance
- On the job training/mentoring for junior staff on a one-to-one basis, including technical and procedural matters
- Dealing with staff questions
Compliance
- Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant
- Ensuring department KPIs are met around billing and recovery targets
- Personal Development (Technical & Other)
- Reading; internal meetings; internal and external seminars and courses
- Awareness/interest in what other parts of the firm can do, to encourage cross-referrals
Practice Development
- Assist partners marketing activities/approaches
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.
Candidate Profile
Education/Qualifications:
This role is open to candidates from a variety of different background, with the following qualifications considered beneficial, if not obligatory:
- Qualified accountant (ACA/ACCA/CA)
- Qualified tax advisor (CTA/ADIT)
- Qualified international tax lawyer
- Degree in business economics
Key Experience/Skills:
- Significant transfer pricing experience gained within the profession and/or industry
- Technically capable tax adviser who is able to assist in complex client work
- Demonstrable experience of managing people
- Appetite to grow business development skills
- Strong IT skills