Senior Tax Advisor

3 weeks ago


Salisbury, Wiltshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Discover a fulfilling career as a Senior Tax Advisor with Evelyn Partners Fund Solutions Limited. Our Private Client Tax team is seeking a highly motivated and detail-oriented individual to join our Salisbury office in September 2025.

About the Role

As a Senior Tax Advisor, you will play a key role in helping individuals from diverse backgrounds navigate 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.

You will be responsible for preparing tax returns, repayment claims, computations, accounts, and dealing with correspondence from HMRC on behalf of our clients. This opportunity will allow you to combine hands-on practical experience with studying towards the ATT/CTA qualifications.

Key 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 reports
  • Deal with correspondence from clients, HMRC, and other third parties via letter, email, or telephone
Requirements
  • Commit to completing the Associate Tax Technician and Chartered Tax Advisor (ATT/CTA) qualifications on a Level 7 apprenticeship
  • Hold or be predicted a minimum 2:2 degree in any discipline
  • A-levels: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies
  • GCSEs: 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

Evelyn Partners Fund Solutions Limited offers a supportive environment that fosters diversity, equity, and inclusion. We encourage applications from candidates with diverse backgrounds and experiences.

Salary: £25,000 - £30,000 per annum


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