Private Client Tax Professional

4 weeks ago


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

Evelyn Partners Fund Solutions Limited is seeking a talented and ambitious individual to join our Private Client Tax team as a Graduate Programme.

About the Role

As a Private Client Tax Graduate, you will be responsible for providing tax advice and support to our clients, including preparing tax returns, repayment claims, and computations. You will also assist in the preparation of tax advice for clients, including technical tax research and strategic planning.

You will be working closely with our experienced tax professionals to develop your skills and knowledge in tax compliance and advisory services. You will also have the opportunity to study towards the Associate Tax Technician and Chartered Tax Advisor (ATT/CTA) qualifications.

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
  • Be committed to completing the Associate Tax Technician and Chartered Tax Advisor (ATT/CTA) qualifications, on a Level 7 apprenticeship
  • Have obtained or be 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

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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