Assistant, Private Client Tax
2 weeks ago
Evelyn Partners is the UKs 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.
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 theyre 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; 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
This role will provide tax compliance and advisory services for a wide range of business clients. You will be involved in special assignments and advisory projects on an ad hoc basic
Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant
Ensuring department KPIs are met around billing and recovery targets Personal Development (Technical & Other)
Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work
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
At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity, equity and inclusion initiatives across the organisation.
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