Tax Associate
6 months ago
**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.
**What will you be doing?**
We’re seeking a talented individual to join our Tax team in Cambridge.
As a Tax Associate in the private client 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
- Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non-UK domiciliaries, partnerships, non-residents, and trusts
- 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
- Preparing reports for clients
- Attendance at client meetings
- 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
- Collating and maintaining client information
- Client billing and time analysis
Supervising trainees
- Overseeing trainees and reviewing work
- Assisting other group members in professional work
- Providing feedback for trainees appraisals
**To be successful in this role, you should**:
- Professionally Qualified ATT or studying for CTA.
- Significant experience gained within a professional services firm.
- Good knowledge of private tax compliance and ideally some exposure to planning/advisory work.
- Technical knowledge to include CGT, IHT, business tax aspects. Non-resident, non-domicile and partnership experience will be useful.
- Ability to write letters explaining complicated planning issues as well as verbal communication skills.
- Ability to work independently and be a team player.
- Confidence to deal with managers, partners, and clients
**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 value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment 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.
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