School Leaver Programme, Private Client Tax

2 weeks ago

Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time
School Leaver Programme, Private Client Tax - Salisbury (Sept 2025)
  • Full-time
  • Office Location: Salisbury

Evelyn Partners is a top ten UK accountancy and advisory firm. Since 1881, we've worked with our clients to unlock opportunities and navigate the challenges of a changing world. As a trusted partner, we bring clarity to clients with complex requirements, shaping solutions that make a difference. Offering a broad range of services spanning business and private client tax advice, assurance and business services and a suite of advisory and digital services, we work with clients to understand their needs, uncover value and support every stage of business and of life. We believe this is how we can best support our clients' growth.

Introduction to the Private Client Tax team at Evelyn Partners

Our Private Client Tax Services team 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.

You will be joining a team that supports clients to meet their tax compliance obligations and liaises with HMRC on their behalf. This can include preparing their tax returns, repayment claims, computations, accounts and dealing with any correspondence from HMRC.

What will you be doing?

As part of our Private Client Tax team you will combine hands-on practical experience which could be advising on tax efficient strategies or helping clients with financial planning whilst studying.

You will be given responsibility from an early stage in your career. By the second year, you will be taking on a more senior role with smaller clients and helping to supervise the new intake of trainees. As your experience grows, you may have opportunities to experience other assignments such as control reviews and due diligence projects.

During your training contract you will study towards the ATT/CTA. You will also achieve the government-recognised Level 7 Apprenticeship qualification, developing essential soft skills sought out in the professional services sector.

You will begin studying towards your first professional exams, developing knowledge that will support your work in the department. Through tuition via an acclaimed provider, and a qualified team with the same experience, you will have the support and resources to study for these exams.

Your responsibilities will include:

  • 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. This can be via letter, email or telephone.

To be successful in this role, you should:

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

Learning & Development

You'll be supported in completing your qualification; gaining the finance knowledge, accountancy skills and real-world business experience to jumpstart your career in accountancy, tax and business advisory. And you won't do it alone - you'll be joining as part of a cohort with your own personal support network, including a buddy to offer first-hand experience. Your qualification training will be supported by a leading UK training provider, and you'll be given the space and time to study whilst developing a variety of skills to become a well-rounded advisor. You'll receive guidance and support each step of the way by our dedicated Learning & Development team and training contact for your department to make sure you have everything you need to realise your potential from day one.

As a colleague here at Evelyn Partners you will have access to benefits that include:

  • 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. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.

#J-18808-Ljbffr

  • School Leaver Programme, Private Client Tax

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Evelyn Partners PS Full time

    Job DescriptionIntroduction to the Private Client Tax team at S&WOur Private Client Tax Services team 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...

  • Graduate Programme, Private Client Tax

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Graduate Programme, Private Client Tax - Salisbury (Sept 2025)Full-timeOffice Location: SalisburyEvelyn Partners is a top ten UK accountancy and advisory firm. Since 1881, we've worked with our clients to unlock opportunities and navigate the challenges of a changing world. As a trusted partner, we bring clarity to clients with complex requirements, shaping...

  • Graduate Programme, Private Client Tax

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom TN United Kingdom Full time

    Social network you want to login/join with:Graduate Programme, Private Client Tax - Salisbury (Sept 2025), SalisburyClient:Location: Salisbury, United KingdomJob Category:OtherEU work permit required:YesJob Reference:8f18e5ecbfb0Job Views:5Posted:02.04.2025Expiry Date:17.05.2025Job Description:Introduction to the Private Client Tax team at S&WOur Private...

  • Private Client Tax Assistant Manager

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Evelyn Partners PS Full time

    This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.Company DescriptionAt S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK's top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881-helping...

  • OMB Tax Manager

    7 days ago

    Salisbury, Wiltshire, United Kingdom PKF Francis Clark Full time

    OMB Tax Manager Employer Location Salisbury, Wiltshire (GB) Salary Highly competitive + exclusive benefits Closing date 13 May 2025 View more categoriesView less categories Sector Salary band Hours Where will they be working You need to or to save a job. Job Details In a nutshell As a Tax Advisor, you'll advise clients on capital gains tax,...

  • NQ Private Client Solicitor

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Wilsons Solicitors LLP Full time

    If you're a trainee solicitor who is drawn to working in private client and on track to qualify in 2025 – we'd love to hear from youOur private client team consists of 4 specialist areas: Probate & Estate Administration, Trust Management, Court of Protection and Tax & Trusts.A few reasons why you should consider Wilsons as a firm of choice in Wiltshire:·...

  • Personal Tax Senior

    5 days ago

    Salisbury, Wiltshire, United Kingdom Clark Wood - Tax Recruitment Full time

    Personal Tax Senior - SalisburyClark Wood are working with a firm of Chartered Accountants and Business Advisors in Salisbury.The firm are looking for a Personal Tax Senior or even Personal Tax Semi-Senior to join the growing Tax team.You will be report directly in to the Personal Tax Manager.This role predominately involves personal tax compliance with some...

  • School Leaver Programme, Accountancy

    1 week ago

    Salisbury, Wiltshire, United Kingdom Evelyn Partners PS Full time

    Job DescriptionAt S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK's top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.Built on...

  • Senior Private Client Solicitor

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Flexicruit Limited Full time

    Senior Private Client SolicitorLocation: New Milton or Salisbury (Office-based)Full-time, PermanentWorking Hours: 09:00-17:00 (With a 1-hour lunch break)Salary: £45,000 - £55,000 (Negotiable depending on experience and qualifications)Kamro has partnered with a prestigious, family-run law firm with offices in Salisbury and New Milton. The firm offers a...

  • Senior Private Client Solicitor

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Kamro Ltd Full time

    Senior Private Client Solicitor Location: New Milton or Salisbury (Office-based) Full-time, Permanent Working Hours: 09:00-17:00 (With a 1-hour lunch break) Salary: £45,000 - £55,000 (Negotiable depending on experience and qualifications) Kamro has partnered with a prestigious, family-run law firm with offices in Salisbury and New Milton. The firm offers a...

  • Senior Private Client Solicitor

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom TN United Kingdom Full time

    Social network you want to login/join with:Client:Location:Salisbury, United KingdomJob Category:Customer ServiceEU work permit required:YesJob Reference:Job Views:3Posted:30.03.2025Expiry Date:14.05.2025Job Description:Location: New Milton or Salisbury (Office-based)Full-time, PermanentWorking Hours: 09:00-17:00 (With a 1-hour lunch break)Salary: £45,000 -...

  • Senior Private Client Solicitor

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Kamro Ltd Full time

    Senior Private Client Solicitor Location: New Milton or Salisbury (Officebased) Fulltime Permanent Working Hours: 09:0017:00 (With a 1hour lunch break) Salary:(Negotiable depending on experience and qualifications) Kamro has partnered with a prestigious familyrun law firm with offices in Salisbury and New Milton. The firm offers a broad spectrum of legal...

  • Solicitor - Trusts and Tax

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom JMC Legal Recruitment Full time

    Solicitor - Trusts and Tax BBBH51723_1712469602 Join Salisbury's leading Private Client team, ranked in the Legal 500 & Chambers in terms of quality output, whilst offering a healthy life-balance and working culture within a unique and longstanding Top 200 firm. The Firm When considering history, quality, prowess and reputation, the firm leads...

  • Tax & Trusts Associate

    2 days ago

    Salisbury, Wiltshire, United Kingdom Rolf Berryman Full time

    Leading South West based Law Firm is seeking a solicitor or associate with experience in the full range of private client matters. The Law FirmYou will have the opportunity to join one of the leading law firms in the South West.Being ranked in the top half of the Legal 500 for all of their key areas, this traditional practice is known for its exceptional...

  • Tax Assistant

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Private Client Solicitor

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Chadwick Nott Full time

    Private Client Solicitor - NQ - SalisburyThis is a fantastic opportunity for an NQ private client solicitor. You will be working from the Salisbury office on a hybrid basis.This private client solicitor will be joining a Legal 500/Chambers rated private client team and will be working on top-quality work. This commercial firm is highly regarded and can...

  • Private Client Solicitor

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom Chadwick Nott Full time

    Private Client Solicitor - SalisburyThis is an excellent opportunity to join a dynamic and highly ranked private client team, where you will be focussed on probate. This large private client team provide tailored specialist advice and work on probate and estate administration matters.As a senior member of the private client team, you will be working on a...

  • Private Client Solicitor

    2 weeks ago

    Salisbury, Wiltshire, United Kingdom JMC Legal Recruitment Full time

    Private Client Solicitor BBBH51607_1711724405 This longstanding firm has experienced an influx of work and is seeking an experienced Private Client Solicitor with 3+ years of experience to join their high-calibre team on a hybrid working basis. Established in 1980, this successful law firm prides itself on providing friendly, approachable, and...

  • Tax Accountant

    2 days ago

    Salisbury, Wiltshire, United Kingdom CV Screen Ltd Full time

    Tax AccountantSwindon Up to £45,000 + Excellent BenefitsWe are recruiting for an experienced Tax Accountant based in Swindon. This is an exciting opportunity to join a well-regarded firm offering a dynamic and progressive work environment. The position is hybrid, with four days in the office and one day working from home. With a competitive salary of...

  • OMB Tax Manager

    5 days ago

    Salisbury, Wiltshire, United Kingdom PKF Francis Clark Full time

    In a nutshellAs a Tax Advisor, you'll advise clients on capital gains tax, estate and inheritance tax planning, UK property tax planning, remuneration tax planning, incorporations (particularly around property businesses), business restructures, and individual succession planning.With hybrid working options, a diverse and varied client portfolio alongside a...