Private Client Tax Specialist

1 month ago


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

Evelyn Partners Fund Solutions Limited is a leading force in UK professional services and wealth management. Our legacy is built on a commitment to helping businesses and individuals achieve better outcomes.

About the Role

We are seeking a talented and ambitious individual to join our Private Client Tax team as a Graduate. As a key member of our team, you will play a vital role in supporting clients with their tax compliance obligations and liaising with HMRC on their behalf.

Key Responsibilities
  • Prepare tax returns and repayment claim forms
  • Advise clients on their tax liabilities and tax matters affecting them
  • Assist in the preparation of tax advice for clients, including technical tax research and strategic planning
What We Offer
  • 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
About Us

We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Our Private Client Tax Services team helps individuals from all walks of life with their tax issues, including high-net-worth families and individuals, entrepreneurs, business owners, and family businesses.



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