Associate Tax Accountant

1 month ago


Cambridge Cambridgeshire, United Kingdom Evelyn Partners Group Full time

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.
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.
Read more about us, our values and available career opportunities here:
We’re seeking a talented individual to join our Tax team in Cambridge.
As a Tax Associate in the business tax team, you will be responsible for assisting with the annual tax compliance work for a portfolio of clients and to assist other staff within the department with tax administration.
As Tax Associate, some of your responsibilities will include:
Client compliance work:
Delivering high quality service to clients
Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
Ensuring all beneficial elections and claims are made
Client planning work:
Identifying possible planning possibilities
Answering client ad-hoc questions and enquiries in respect of their personal tax affairs
Yearly routine checks and compliance
Ensuring Evelyn Partners procedures on annual tax cycle are complied with
Client billing and time analysis
Supervising trainees
Overseeing trainees and reviewing work
Providing feedback for trainees appraisals
Good knowledge of business tax compliance
Ability to write letters explaining complicated planning issues as well as verbal communication skills.
Computer literate using a range of applications/programmes ideally including Digital software.
Private medical insurance
Online GP service
Life assurance
Pension contribution
Employee assistance program
Holiday package
Option to purchase additional holiday
When you join Evelyn Partners, you’ll have access to a wide range of active employee resource groups and multiple diversity, equity and inclusion initiatives.



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