Tax Advisor Trainee

2 weeks ago

St Peter Port, United Kingdom Evelyn Partners Full time
About Evelyn Partners

Evelyn Partners is a leading force in UK professional services and wealth management, with a legacy spanning over 180 years. Our commitment to helping businesses and individuals achieve better outcomes is built on a foundation of expert guidance and exceptional service.

Our Private Client Tax Team

We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

We are seeking a talented individual to join our Private Client Tax team as a Tax Advisor Trainee. As part of our team, you will combine hands-on practical experience with studying towards the ACA qualification.

Your responsibilities will include:

  • Liaising with clients and third parties to obtain necessary information
  • 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
  • Dealing with correspondence from clients, HMRC, and other third parties

To be successful in this role, you should:

  • Be committed to completing the Associate Chartered Accountant (ACA) qualification
  • A Level: Predicted or obtained minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies
  • GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively
What We Offer

We offer a competitive salary, private medical insurance, life assurance, pension contribution, generous holiday package, option to purchase additional holiday, cycle to work scheme, season ticket loan, shared parental leave, and eye care support.

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives.

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