Employer: Appcastenterprise Salary: Date Added: 13/03/2024
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
Real Estate Group
The Real Estate Group at Evelyn Partners incorporates people from across our Tax, Transactions, Assurance and Advisory service areas. In Real Estate Tax, we provide tax advisory and compliance services to UK and international property investors and developers, including funds and asset managers, REITs, overseas investors, housebuilders, owner-occupiers, landed estates, and private clients. We also work closely with our colleagues in Transaction Services in relation to Real Estate M&A assignments, providing financial and tax due diligence, tax structuring and transactional support services. Many clients and targets are international, whether investing from overseas into the UK or investing into assets abroad, and, therefore, many of our assignments involve working with colleagues from across our CLA Global network.
This is an exciting time to join the Evelyn Partners Real Estate Group, as it’s undergoing significant growth and Real Estate is a strategic focus sector for the firm. We are looking for candidates with specific experience in Real Estate who would thrive in a dynamic and entrepreneurial working environment. Candidates should have excellent technical skills that they can apply in both an advisory and compliance capacity, and strong client/project management skills to support senior team members with delivering advice and growing client accounts.
Purpose of Role
To manage your own portfolio of clients, working with Partners/Directors (or alone) on complex tax consultancy projects & tax compliance assignments for a range of clients across the real estate sector. You will be expected to lead transactional work and manage the delivery of tax structuring and due diligence assignments in connection with client M&A activity, including the co-ordination of work from specialist teams. A significant part of the role will include supporting the Partner/Director team with business development for existing, new, and prospective clients.
Key responsibilities:
Client work
Manage a portfolio of complex tax advisory projects and compliance assignments
Provide exceptional client service, taking the lead in managing and developing client relationships
Lead transactional work, delivering tax structuring and due diligence for real estate M&A activity
Co-ordinate the delivery of specialist tax advisory work (e.g., VAT, Stamp Taxes, Capital Allowances)
Project manage international tax assignments, working with our CLA Global network
Identify opportunities to grow a client account and/or to manage risks
Act as a trusted adviser and engage with clients on wider commercial and strategic issues
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
Candidate Profile
Key skills experience
Significant UK corporate tax gained within the profession and/or industry
Client driven and commercially minded
Strong awareness of specialist taxes and their application in the real estate sector
Excellent project management, working with various teams including cross-border work
Demonstrable experience of managing people and clients
Excellent communicator
Experience of dealing with senior stakeholders both internally and externally
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
Enthusiastic and keen business developer
Qualifications
Education/Qualifications:
Qualified Accountant (ACA, ACCA) and/or CTA (or breadth of knowledge equivalent to CTA, e.g. law qualification)
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
