Tax Professional Development Programme

4 weeks ago


Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time
Unlock Your Potential in Private Client Tax

Evelyn Partners is a leading force in UK professional services and wealth management, with a legacy spanning over 180 years. Our commitment to delivering good advice and exceptional service has earned us a reputation as a trusted partner for businesses and individuals alike.

Introduction to the Private Client Tax Team

Our Private Client Tax Services team is dedicated to helping individuals from all walks of life navigate their tax obligations. With a diverse client base of over 6,000 private tax clients and 1,500 trusts, we offer a unique opportunity to work with high-net-worth families, entrepreneurs, business owners, and family businesses.

What You'll Be Doing

As a member of our Private Client Tax team, you'll combine hands-on practical experience with studying towards the ATT/CTA qualifications. You'll be given responsibility from an early stage in your career, taking on a more senior role with smaller clients and helping to supervise new trainees. Opportunities may also arise to work on control reviews and due diligence projects.

Key Responsibilities
  • Preparation of basic tax returns or repayment claim forms
  • Advising clients on 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
What We Offer
  • Fully funded training towards professional qualifications
  • 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

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