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 weâre dedicated to making that a reality.
Our success hinges on our people and thatâs our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
Read more about us, our values and available career opportunities here:
Wealth, accountancy and business advisory services | Evelyn Partners
Careers | Evelyn Partners
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 teamâs 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.
Progression within this team is fast, with responsibility from an early stage. 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 soon after joining, instantly 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
* 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
Learning & Development
Youâll 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 wonât do it alone - youâll 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 youâll be given the space and time to study whilst developing a variety of skills to become a well-rounded advisor. Youâll 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
* Competitive salary
* 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. Weâre 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 donât hesitate to discuss your needs with your recruiter.
Video
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IMPORTANT NOTES FOR COMPLETING YOUR APPLICATION
When you click on the âIâm interestedâ button youâll be taken to your profile page. Weâre in the process of updating it but in the meantime:
* We can only accept one application to any of our programmes in a recruitment season. If you are unsuccessful, you will need to wait until the next September when we re-open applications for the following year.
* Under the âExperienceâ section, if you do not have any experience please enter âN/Aâ into the âTitleâ text box and choose a random end and start date
* Under the âEducationâ section you do NOT need to include all your education details as weâll ask for this separately once youâve completed your profile. All you need to do is fill in the âInstitutionâ (aka University) question which is mandatory. If you have more than one degree please include your latest one.
* Under the âResumeâ (aka CV) section, it is mandatory for you to upload a document as this will be reviewed by the hiring manager.
* The âMessage to Hiring Managerâ text box is NOT mandatory and will not be formally reviewed.
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