Company Description

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.

Job Description

Job purpose

To manage the delivery of tax advisory & compliance services 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. You will be expected to manage junior team members, utilising the team to deliver on projects and develop junior staff through delegation and coaching. You will need to work with the senior team to manage client accounts and help to build-out prospective opportunities.

Key Responsibilities

Client work

• Manage a portfolio of complex tax advisory projects and compliance assignments
• Deliver robust technical research for complex assignments
• Provide exceptional client service, and help manage and develop client relationships
• Co-ordinate transactional work, delivering tax structuring and due diligence for real estate M&A activity
• Co-ordinate the delivery of specialist tax advisory work (eg, VAT, Stamp Taxes, Capital Allowances)
• Project manage international tax assignments, working with our CLA Global network
• Identify opportunities to cross-sell other services to existing clients
• Ensure compliance with the firm's quality assurance and risk management procedures.

Staff Management and Development

• Liaison with senior team members.
• 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
• Building your own client and internal relationships

Key skills experience

• 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

Professional Qualifications

• Qualified Accountant (ACA, ACCA) and/or CTA (or breadth of knowledge equivalent to CTA, eg law qualification)

Additional Information

Our Values & Behaviours

Personal

• We take time to listen to & understand people's individual needs
• We treat everyone fairly & with respect
• We are honest & genuine

Partnership

• We build lasting, mutually beneficial relationships
• We value everyone's contribution
• We partner across the full breadth of our expertise to create shared value

Performance

• We are ambitious for our clients and act with their interests in mind
• We keep our promises & deliver excellence at pace
• We lead the way and embrace new ways of working