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Tax Professional

2 months ago

Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn 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 Role

We are seeking a Tax Assistant to join our Private Client Tax team. As a Tax Assistant, you will work closely with our experienced tax professionals to provide tax advice and support to clients.

Your responsibilities will include:

  • Liaising 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 and drafting of reports
  • Dealing with correspondence from clients, HMRC, and other third parties

Requirements

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

What We Offer

We offer a competitive salary, private medical insurance, life assurance, pension contribution, and a generous holiday package. We also offer a hybrid working model and opportunities for professional development and career progression.

About Us

We are a diverse and inclusive workplace that values the differences that our colleagues bring. We are committed to providing a safe and supportive environment for all employees, regardless of their background or identity.