Private Client Tax Professional

2 months ago


Southampton, Southampton, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Private Client Tax Graduate Programme

We are seeking a talented and ambitious individual to join our Private Client Tax team as a Graduate. As a key member of our team, you will play a vital role in supporting our clients with their tax compliance obligations and liaising with HMRC on their behalf.

Key Responsibilities:
  • 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, strategic planning and drafting of reports for clients
  • Dealing with correspondence from clients, HMRC and other third parties
Requirements:
  • Commitment to completing the Associate Tax Technician and Chartered Tax Advisor (ATT/CTA) qualifications, on a Level 7 apprenticeship
  • Obtained or predicted a minimum 2:2 degree, in any discipline
  • 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:
  • 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
Our Commitment to Diversity and Inclusion:

We believe that diverse perspectives and experiences are the cornerstone of our success. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives.



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