Private Client Tax Professional

2 months ago


Tunbridge Wells, Kent, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Private Client Tax Services Team

Evelyn Partners Fund Solutions Limited is a leading provider of professional services and wealth management solutions. Our team of experts is dedicated to delivering exceptional service and good advice to our clients.

Job Summary

We are seeking a highly motivated and ambitious individual to join our Private Client Tax Services team as a Tax Graduate Programme. As a member of our team, you will have the opportunity to work with a diverse range of clients, including high-net-worth individuals and families, entrepreneurs, and business owners.

Key Responsibilities
  • Prepare and submit tax returns and repayment claims on behalf of clients
  • Advise clients on their tax liabilities and provide guidance on tax-efficient strategies
  • Assist in the preparation of tax advice reports and technical research
  • Support clients with financial planning and tax compliance obligations
Requirements
  • GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths respectively
  • Fully funded training towards professional qualifications
  • 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
What We Offer

We offer a comprehensive benefits package, including fully funded training towards professional qualifications, private medical insurance, and a generous holiday package. Our team is committed to delivering exceptional service and good advice to our clients, and we are looking for someone who shares our values and is passionate about delivering high-quality work.



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