* Office Location: London (Gresham Street)
Company Description
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 life. We believe this is how we can best support our clients' growth.
It's our vision to be the go-to professional services firm for sophisticated businesses and private clients with complex needs, and our success hinges on our people. We are a team of highly skilled and passionate professionals, who are empowered to achieve their career aspirations as we continue to build our business.
It has been announced that the group’s professional services business will be re-branded to S&W in Q1 2025.
Job Description
We are seeking a detail-oriented and efficient Tax Assistant to join the team looking after the firm's own partners. The role encompasses preparing partner and partnership tax returns, ensuring compliance with relevant tax laws and regulations, and assisting with all partner-related tax matters, including opportunities to draft advice to individual partners.
This role can be based in London or elsewhere in the UK, with the requirement to be in a Private Client Tax team office to collaborate with colleagues 2-3 times a week.
As a Partner Tax Assistant, your responsibilities will include:
* Tasks related to completion of tax returns for individuals and LLPs including, but not limited to drafting returns to a high standard, prioritising and managing own workload, organisation of source data, and preparing accurate and clear working papers;
* Highlighting technical points which require additional consideration by senior colleagues;
* Assisting in the annual review of partner tax reserving and calculation of adjustments;
* Assisting in the preparation of partner tax payment instructions;
* Client administration to ensure all files are kept in good order and trackers are up to date;
* Ensuring all controls, such as review sheets, are complied with and appropriately filed;
* Assisting with budgeting and billing processes;
* Assisting in assessing risk, implementing controls, and maintaining up-to-date procedure notes;
* Ad hoc projects as required for the group and for individual partners;
Qualifications
Professional Qualifications and Education
* Strong relevant academic background or experience and/or Qualified Accountant (ACA/ACCA/CA/Equivalent) and/or Association of Taxation Technicians (ATT) / Chartered Institute of Taxation (CTA). Part qualified considered, depending on experience.
To be successful in this role, you should:
* Experience within Professional Services and/or Financial Services;
* Personal tax return preparation experience – essential;
* Technical knowledge of private client tax, including income tax, capital gains tax, and at least basic inheritance tax – essential;
* Knowledge of partnership tax desirable, but not essential if willing to develop in these areas and demonstrate the ability to assimilate new information;
* IT literate, especially in tax return software, Excel, and Word;
* Willing to learn and adapt to new legislation and practices;
* Good planning and organizing skills, to ensure that all deadlines are met and that all data received is properly processed;
* Client-focused and a team player;
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
* Private medical insurance
* Life assurance
* Pension contribution
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
* Fully funded training towards professional qualifications
* Cycle to work scheme
* Season ticket loan
* Eye care support
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
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