Tax Advisory Associate

7 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time
Opportunity to excel in Private Client Tax

Evelyn Partners is a leading force in UK professional services and wealth management, with over 180 years of experience. Our team of passionate professionals is united by a shared purpose: to deliver good advice and exceptional service.

The Private Client Tax Services team at Evelyn Partners helps individuals from all walks of life with their tax issues. With over 6,000 private tax clients and 1,500 trusts, our team's client base is incredibly diverse, including high-net-worth families and individuals, as well as entrepreneurs, business owners and family businesses.

This role offers the opportunity to combine hands-on practical experience with studying towards the ATT/CTA qualification. You will be given responsibility from an early stage in your career, taking on a more senior role with smaller clients and helping to supervise the new intake of trainees.

During your training contract, you will study towards the ATT/CTA qualification, which will equip you with the skills and knowledge to advise clients on tax efficient strategies and financial planning. You will also gain experience in preparing basic tax returns or repayment claim forms, advising clients of their forthcoming tax liabilities, and dealing with correspondence from HMRC and other third parties.

We are offering a competitive salary of £25,000 - £30,000 per annum, depending on experience. In addition to this, you will receive fully funded training towards professional qualifications, private medical insurance, life assurance, pension contribution, and a generous holiday package.

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.

  • 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


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