Private Client Tax Professional

3 weeks ago


Southampton, Southampton, United Kingdom Evelyn Partners Fund Solutions Limited Full time
{"title": "Private Client Tax Graduate Programme", "description": "Join Our Private Client Tax Team

Evelyn Partners Fund Solutions Limited is a leading force in UK professional services and wealth management. Our legacy is built on a commitment to helping businesses and individuals achieve better outcomes.

We are seeking a talented and ambitious individual to join our Private Client Tax team in Southampton. As a Private Client Tax Graduate, you will play a key 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

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.

", "requirements": "Requirements

To be successful in this role, you will need to have:

  • 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
", "benefits": "Benefits

We offer a range of benefits to support your career development and well-being, including:

  • 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
", "company": "Evelyn Partners Fund Solutions Limited"}

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