Tax Advisor Trainee

1 week ago

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

We are seeking a highly motivated and detail-oriented individual to join our Private Client Tax team as a Tax Advisor Trainee. As a key member of our team, you will play a crucial role in providing tax advice and support to our clients, while also developing your skills and knowledge in tax compliance and advisory services.

Key Responsibilities
  • Liaise with clients and third parties to obtain necessary information for tax returns and other tax-related matters
  • Prepare and review tax returns, repayment claims, and other tax-related documents
  • Provide tax advice and guidance to clients on tax compliance and advisory services
  • Assist in the preparation of tax advice reports and other tax-related documents
  • Deal with correspondence from clients, HMRC, and other third parties
Requirements
  • Commitment to completing the Associate Chartered Accountant (ACA) qualification
  • Minimum 2:2 degree in any discipline
  • 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
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
  • Eye care support
About Us

Evelyn Partners is a leading force in UK professional services and wealth management. We are committed to providing expert guidance and exceptional service to our clients, and we believe that diverse perspectives and experiences are the cornerstone of our success.

We are 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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