Graduate Tax Trainee

4 weeks ago


Newcastle upon Tyne, United Kingdom Evelyn Partners Group Full time

Graduate Programme, Private Client Tax - Newcastle (Sept 2024)
Full-time
Office Location: Newcastle 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: Our Private Client Tax Services team helps individuals from all walks of life with their tax issues. With over 6,000 private tax clients and 1,500 trusts, our team’s client base is incredibly diverse, including high-net-worth families and individuals, as well as entrepreneurs, business owners and family businesses. You will be joining a team that supports clients to meet their tax compliance obligations and liaises with HMRC on their behalf. This can include preparing their tax returns, repayment claims, computations, accounts and dealing with any correspondence from HMRC. As part of our Private Client Tax team you will combine hands-on practical experience which could be advising on tax efficient strategies or helping clients with financial planning whilst studying. By the second year, you will be taking on a more senior role with smaller clients and helping to supervise the new intake of trainees. As your experience grows, you may have opportunities to experience other assignments such as control reviews and due diligence projects. During your training contract you will study towards the ATT/CTA . Preparation of basic tax returns or repayment claim forms
Advising clients of their forthcoming tax liabilities and tax matters affecting them
Assisting in the preparation of tax advice for clients including technical tax research, strategic planning and drafting of reports for clients
This can be via letter, email or telephone.
Be committed to completing the Associate Tax Technician and Chartered Tax Advisor (ATT/CTA) qualifications, on a Level 7 apprenticeship
GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively
gaining thefinance knowledge, accountancy skills and real-world business experience to jumpstart your career in accountancy, tax and business advisory. And you won’t do it alone - you’ll be joining as part of a cohort with your own personal support network, including a buddy to offer first-hand experience. Your qualification training will be supported by a leading UK training provider, and you’ll be given the space and time to study whilst developing a variety of skills to become a well-rounded advisor. You’ll receive guidance and support each step of the way by our dedicated Learning & Development team and training contact for your department to make sure you have everything you need to realise your potential from day one.
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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