Tax Assistant
2 weeks ago
Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive. Our mission is to provide award-winning services to our clients by employing the best people and placing the power of good advice into more hands.
Job DescriptionAs a member of our Private Client Tax team, you will combine hands-on practical experience with studying towards the ATT/CTA qualification. You will work with clients to advise on tax-efficient strategies and help with financial planning. Progression within the team is fast, with responsibility from an early stage. You will study towards your first professional exams soon after joining and have the support of a qualified team with the same experience.
Your Responsibilities- Liaise 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, strategic planning and drafting of reports for clients
- Dealing with correspondence from clients, HMRC and other third parties
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
You'll be supported in completing your qualification; gaining the finance knowledge, accountancy skills and real-world business experience to jumpstart your career in accountancy, tax and business advisory. You'll receive guidance and support each step of the way by our dedicated Learning & Development team and training contact for your department.
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Salisbury, Wiltshire, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn 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 RoleWe are seeking a Tax...
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Salisbury, Wiltshire, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn 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 RoleWe are seeking a Tax...
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