School Leaver, Private Client Tax

Evelyn Partners; Newcastle upon Tyne; On-site; GBP 20,000 - 30,000; Full time

Job summary

Join a dynamic team at a forward-thinking firm where you'll gain hands-on experience in Private Client Tax. As a School Leaver, you'll embark on a journey towards professional qualifications while advising clients on tax-efficient strategies and financial planning. This role offers a unique blend of practical experience and academic learning, ensuring you develop essential skills in a supportive environment. With a commitment to diversity and inclusion, you'll thrive in a workplace that values your contributions and supports your growth. If you're passionate about starting a rewarding career in tax and advisory services, this opportunity is perfect for you.

Benefits

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

Qualifications

• Commitment to completing ATT/CTA qualifications on a Level 7 apprenticeship.
• Strong academic background with A Levels and GCSEs in relevant subjects.

Responsibilities

• Liaise with clients and prepare basic tax returns.
• Assist in tax advice preparation and technical research.
• Manage correspondence with clients and HMRC.

Skills

Tax Compliance

Client Liaison

Technical Tax Research

Financial Planning

Report Drafting

Education

A Levels with minimum 112 UCAS points

GCSE Grade 5 in English and Maths

ATT/CTA qualifications

Job description

School Leaver, Private Client Tax - Newcastle (Sept 2025)

Full-time

Office Location: Newcastle (Queens Lane)

Job Description

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. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

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.

You will be given responsibility from an early stage in your career. 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.

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
• A Level: Predicted or obtained 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. 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.

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. We're 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 don't hesitate to discuss your needs with your recruiter.