Tax Assistant – Private Client Tax Services

Company DescriptionEvelyn 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.We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.Read more about us and available career opportunities here: and Job DescriptionAs 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 informationPreparation of basic tax returns or repayment claim formsAdvising clients of their forthcoming tax liabilities and tax matters affecting themAssisting in the preparation of tax advice for clients including technical tax research, strategic planning and drafting of reports for clientsDealing with correspondence from clients, HMRC and other third parties. This can be via letter, email or telephone.QualificationsTo 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 apprenticeshipA Level: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General StudiesGCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectivelyLearning & DevelopmentYou’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. Additional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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 for your needs throughout the application process. Please let your Recruiter know.