Tax Professional Associate

3 days ago


Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Role Overview

We are seeking a highly motivated Graduate to join our Private Client Tax team in Salisbury. As a key member of our team, you will be responsible for providing excellent service to our clients and supporting them in achieving their financial goals.

Job Responsibilities
  • Liaising with clients and third parties to obtain necessary information
  • Preparing 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
  • Dealing with correspondence from clients, HMRC, and other third parties via letter, email, or telephone
What We Offer

We provide a supportive environment to complete your qualification, gain finance knowledge, accountancy skills, and real-world business experience. Our benefits package includes:

  • 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
  • Eye care support

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