Tax Advisor Assistant Professional

4 hours ago

Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

About Us


Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience helping individuals and businesses thrive.


We offer a range of financial and professional services to clients, employing the best people to provide an award-winning service.


Our mission is to place the power of good advice in more hands, believing everyone deserves access to quality advice.


Our core values are Personal, Partnership, and Performance, driving exceptional growth and innovation.



Job Role

You will join our Private Client Tax team as a trainee tax advisor, combining hands-on experience with studying towards the ATT/CTA qualification.


Progression is fast, with responsibility from an early stage, including supervising new intake trainees and working on control reviews and due diligence projects.


You will study towards your first professional exams soon after joining, developing knowledge to support your work in the department.



Your Responsibilities

  • Liaise with clients and third parties to obtain necessary information
  • Prepare basic tax returns or repayment claim forms
  • Advise clients of their forthcoming tax liabilities and tax matters affecting them
  • Assist in preparing tax advice for clients, including technical research and report drafting
  • Deal with correspondence from clients, HMRC, and other third parties via letter, email, or telephone


Requirements

To be successful in this role, you should:



  • Be committed to completing the Associate Tax Technician and Chartered Tax Advisor (ATT/CTA) qualifications on a Level 7 apprenticeship
  • A minimum of 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


Benefits

We offer a competitive salary (£30,000 - £35,000 per annum), private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday time.


We value diversity and have a range of employee resource groups and initiatives promoting inclusivity and respect for all colleagues.

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