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About Evelyn Partners
Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.
We offer a range of financial and professional services to clients, including tax advice, financial planning, and accounting services.
About the Role
We are seeking a Tax Assistant to join our Private Client Tax team. As a Tax Assistant, you will work closely with our experienced tax professionals to provide tax advice and support to clients.
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 and drafting of reports
- Dealing with correspondence from clients, HMRC, and other third parties
Requirements
To be successful in this role, you should:
- Be committed to completing the Associate Tax Technician and Chartered Tax Advisor (ATT/CTA) qualifications
- A Level: 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
Learning and Development
You will be supported in completing your qualification and gaining the finance knowledge and accountancy skills to jumpstart your career in tax and business advisory.
We offer a competitive salary, private medical insurance, life assurance, pension contribution, and a generous holiday package.
We are proud to value the differences that a diverse workforce brings and are committed to providing a safe, supportive, and inclusive environment for all colleagues.