Tax Professional
4 weeks ago
About the Role
Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.
We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our mission is to place the power of good advice into more hands, believing that everyone deserves access to good advice, regardless of where they're at in their financial journey.
Our core values drive an exceptional track record of growth and innovation: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Job Description
As a Private Client Tax Specialist, you will combine hands-on practical experience with studying towards the ATT/CTA qualification.
You will advise on tax-efficient strategies, help clients with financial planning, and progress quickly within the team, taking on more senior roles and supervising new trainees.
You will study towards your first professional exams soon after joining, developing knowledge that will support your work in the department.
Your 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, including technical tax research, strategic planning, and drafting of reports
- Deal with correspondence from clients, HMRC, and other third parties
Qualifications and Requirements
- Commit to completing the Associate Tax Technician and Chartered Tax Advisor (ATT/CTA) qualifications on a Level 7 apprenticeship
- 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
Learning and Development
You will be supported in completing your qualification, gaining finance knowledge, accountancy skills, and real-world business experience to jumpstart your career in accountancy, tax, and business advisory.
You will be part of a cohort with a personal support network, including a buddy, and will receive guidance and support from our dedicated Learning and Development team and training contact for your department.
Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role-dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We value diversity and are committed to providing a workspace where all colleagues feel respected and can achieve their full potential in a safe, supportive, and inclusive environment.
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