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Private Client US Tax Associate

London, England
30 May 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
Careers | Evelyn Partners

Job Description

We have exciting new openings here at Evelyn Partners in our US/UK Private Client Tax Team. There are some great opportunities to join this dynamic team during a period of exciting growth for Evelyn Partners.

Job Description

  • First review of US & UK tax returns and preparation of some more complex US tax returns.
  • Provide comprehensive tax planning and advisory services to private clients, addressing their unique tax situation.
  • Maintain and build strong client relationships through exceptional service and communication.
  • Stay updated on tax legislation changes in both the US and the UK and communicate their impact to clients.
  • Lending support to the Partners and Director in US/UK Advisory Projects.


Key Skills and Experience

  • Relevant experience gained within a professional services firm.
  • Sound knowledge of private client tax issues with particular experience of advising US clients and non domiciled individuals
  • In-depth knowledge of US and UK individual tax laws and regulations
  • Demonstrable experience of delivering tax planning/advisory projects.
  • Demonstrable experience of managing complex compliance issues.
  • People management and organizational

Professional Qualifications and Education

  • US Enrolled agent (EA)
  • ATT

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.

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  • Job Reference: 1341019374-2
  • Date Posted: 30 May 2024
  • Recruiter: Evelyn Partners
  • Location: London, England
  • Salary: On Application