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Taxation Support Specialist

3 months ago

Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

Company Overview

Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering generations of individuals and businesses to flourish. We deliver a comprehensive suite of financial and professional services tailored for individuals, family trusts, professional intermediaries, charities, and corporations.

Our commitment to providing an award-winning client experience is realized through our dedication to hiring exceptional talent. Join us in our endeavor to democratize access to quality financial advice, as we believe that everyone deserves sound guidance, no matter their financial situation.

Our remarkable growth and innovation are fueled by our core principles: Personalization, offering insights based on a genuine understanding of our clients' needs; Collaboration, partnering with clients in a cohesive and cooperative manner; and Excellence, showcasing a wide-ranging expertise to achieve outstanding results.

Role Overview

As a member of our Private Client Tax team, you will gain hands-on experience, which may include advising on tax-efficient strategies or assisting clients with their financial planning while pursuing your studies.

Advancement within this team is swift, with responsibilities assigned early on. By your second year, you will assume a more senior position with smaller clients and assist in mentoring new trainees. As your expertise develops, you may also engage in diverse assignments such as control reviews and due diligence projects.

Throughout your training contract, you will work towards the ATT/CTA qualifications. Additionally, you will obtain the government-recognized Level 7 Apprenticeship qualification, honing essential soft skills that are highly valued in the professional services sector.

You will commence your studies for your initial professional exams shortly after joining, rapidly enhancing your knowledge to support your departmental responsibilities. With guidance from a renowned training provider and a qualified team with similar experiences, you will have the necessary support and resources to prepare for these examinations.

Key Responsibilities:

  • Engaging with clients and third parties to gather essential information
  • Preparing basic tax returns or repayment claim forms
  • Informing clients about their upcoming tax obligations and related matters
  • Assisting in the formulation of tax advice for clients, including technical tax research, strategic planning, and drafting reports
  • Managing correspondence from clients, HMRC, and other third parties through various communication channels.

Required Qualifications:

To excel in this position, candidates should:

  • Be dedicated to completing the Associate Tax Technician and Chartered Tax Advisor (ATT/CTA) qualifications through a Level 7 apprenticeship
  • A Level: Attain a minimum of 112 UCAS points in the top three A Levels (or equivalent), excluding General Studies
  • GCSE: Achieve a minimum Grade 5 (or equivalent) in English Language and Mathematics

Learning & Development Opportunities:

You will receive support in completing your qualifications, acquiring financial knowledge, accountancy skills, and practical business experience to launch your career in accountancy, tax, and business advisory. You will not be alone in this journey; you will join a cohort with a personal support network, including a buddy for firsthand guidance. Your qualification training will be backed by a leading UK training provider, and you will be allocated time to study while developing a diverse skill set to become a well-rounded advisor. Our dedicated Learning & Development team and training contact for your department will ensure you have all the resources needed to realize your potential from day one.

Additional Benefits:

As a valued team member at Evelyn Partners, you will enjoy a range of benefits, including:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contributions
  • Flexible working arrangements (dependent on role)
  • Generous holiday entitlement
  • Option to purchase additional leave
  • Shared parental leave

We take pride in embracing the diversity that a varied workforce brings, reflecting society and our clientele. At Evelyn Partners, we actively support numerous employee resource groups and are implementing various diversity, equity, and inclusion initiatives across the organization. We are committed to fostering a workplace where all colleagues, regardless of identity, background, or circumstances, feel respected and empowered to reach their full potential in a safe, supportive, and inclusive environment.

We are happy to accommodate any reasonable adjustments to support your needs throughout the application process. Please inform your Recruiter of any requirements.