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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.

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.

Job Description

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

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


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


Value statement

Evelyn Partners’s chosen purpose to “place the power of good advice into more hands” succinctly encapsulates the group’s central mission of supporting both individuals and businesses to achieve their goals.

In delivering its purpose, Evelyn Partners have set out three core values that it is committed to embedding in the culture of the business:

  • Personal — we treat you as an individual: We are a people business at heart and strive to deliver a friendly, inclusive, and personalised service to all of our clients, large and small.
  • Partnership — we go further together: We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.
  • Performance — we strive for more: We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Diversity statement

The Evelyn Partners Group recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. At Evelyn Partners we are committed to equal opportunities in all aspects of our work.