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


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. 

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. 

Purpose of Role: 

To manage your own portfolio of clients, working with Partners/Directors or alone on complicated consultancy and advisory projects. A significant part of the role will be business development of existing and new clients as well as potentially developing a specialist field of technical and/or sector knowledge and expertise.

Key responsibilities: 

Client work

  • Act as trusted adviser and engage with clients on wider commercial and strategic issues
  • Manage portfolio of complex advisory and compliance cases
  • Give exceptional client service, taking the lead in managing and developing client relationships
  • Technically strong
  • Identifying opportunities on client portfolio

Staff management and development

  • Liaison with Partners
  • Appraisals/monitor staff performance, acting as formal ADR managers for some staff
  • On the job training for junior staff on a one-to-one basis
  • Dealing with staff questions
  • Work collaboratively with peers in team and across firm to ensure joined up approach

Practice development

  • Involved in business development activities/profile raising locally
  • Actively use network of established relationships to drive new business opportunities and cross referral of services
  • Able to take advantage of marketing/PR opportunities
  • Compliance
  • Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant

Personal development (technical & other)

  • Internal and external seminars and courses
  • Reading
  • Internal meetings



  • Qualified accountant (ACA/ACCA/CA) and/or tax advisor (CTA) 

Key Experience/Skills: 

  • Significant corporate tax experience gained within the profession and/or industry
  • Technically capable tax adviser who is able to manage complex client work
  • Demonstrable experience of managing people and clients
  • Existing business development skills and appetite to grow business
  • Project management experience
  • 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.

This job was originally posted as: https://click.appcast.io/track/ipcdg4h?cs=pe7&jg=7b46&bid=GYeLBZEi20gqjEjkE6QvTw==