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.

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

Qualifications

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

Professional Qualifications

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

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

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.