Private Client Tax Specialist

3 days ago


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

This is an exciting opportunity for a Graduate to join our Private Client Tax team in Salisbury. As a key member of our team, you will be responsible for providing excellent service to our clients and supporting them in achieving their financial goals.

Key Responsibilities
  • Liaising with clients and third parties to obtain necessary information
  • Preparing 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
  • Dealing with correspondence from clients, HMRC, and other third parties via letter, email, or telephone
Salary and Benefits

The salary for this role is around £35,000-£40,000 per annum, depending on experience. We also offer a range of benefits, including fully funded training towards professional qualifications, private medical insurance, life assurance, pension contribution, and a generous holiday package.



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