Finance Assistant

3 days ago


Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

About the Role:

As a Tax Assistant at Evelyn Partners, you will be part of our Private Client Tax team. Your key responsibilities will include liaising with clients and third parties, preparing tax returns, and advising clients on their tax liabilities.

Key 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 the preparation of tax advice for clients

What We Offer:

Evelyn Partners offers a competitive salary, private medical insurance, life assurance, and a pension contribution. As a colleague, you will also have access to a hybrid working model, a generous holiday package, and the option to purchase additional holiday.

Qualifications and Requirements:

  • 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)
  • GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths


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