Private Client Tax - 12 Month Placement Programme
For over 180 years, Evelyn Partners has been 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 believe that expert guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service.
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?
The Private Client Tax internship will enable you to increase your understanding of working within a professional organisation and gain valuable experience of the type of work that our graduates carry out on a day-to-day basis; you could be attending meetings with partners or assisting with research projects.
Your responsibilities will include:
* Liaising with clients and third parties to obtain necessary information
* Preparation of basic tax returns or repayment claim forms
* 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 in your penultimate year of university
* On course for at least a predicted 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
About Evelyn Partners
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 businesses.
As a high growth organisation, we offer personal growth opportunities in an environment that empowers you to drive change. Our collaborative, open door culture supports you to perform at your best, with high levels of autonomy and a strong partnership mindset across the organisation.
How to apply
To apply for this role and to find out more, please click on the apply button. Please note that applications may close before the application deadline, so apply early to avoid disappointment.
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