Graduate Programme, Private Client Tax - Guildford (Sept 2025)
* Full-time
* Office Location: Guildford (Onslow)
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.
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?
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.
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.
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.
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
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. You’ll be joining as part of a cohort with your own personal support network, including a buddy to offer first-hand experience.
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.
We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.
IMPORTANT NOTES FOR COMPLETING YOUR APPLICATION
* 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 ‘Experience’ section, if you do not have any experience please enter ‘N/A’ into the ‘Title’ text box and choose a random end and start date.
* Under the ‘Education’ section you do NOT need to include all your education details as we’ll ask for this separately once you’ve completed your profile.
* Under the ‘Resume’ (aka CV) section, it is mandatory for you to upload a document as this will be reviewed by the hiring manager.
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