Tax Assistant - Private Client Tax Services

TN United Kingdom; Salisbury; On-site; GBP 25,000 - 35,000; Full time

Job description

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Location:

Salisbury, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

e07a3e22b745

Job Views:

13

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Company Description

Evelyn 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.

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, drive our growth and innovation.

Read more about us and available career opportunities here: and

Job Description

As part of our Private Client Tax team, you will combine hands-on practical experience such as advising on tax-efficient strategies or helping clients with financial planning while studying.

Progression within this team is rapid, with responsibility from an early stage. By the second year, you will take on a more senior role with smaller clients and assist in supervising new trainees. As your experience grows, you may have opportunities to engage in other assignments like control reviews and due diligence projects.

During your training contract, you will study towards the ATT/CTA qualifications and achieve the government-recognized Level 7 Apprenticeship qualification, developing essential soft skills sought in the professional services sector.

You will start studying for your first professional exams shortly after joining, supported by tuition from an acclaimed provider and a qualified team. You will have the resources to study for these exams and develop your knowledge to support your work.

Your responsibilities will include:

• Liaising with clients and third parties to obtain necessary information
• Preparing basic tax returns or repayment claim forms
• Advising clients of their tax liabilities and related matters
• Assisting in the preparation of tax advice, including technical research, strategic planning, and drafting reports
• Dealing with correspondence from clients, HMRC, and other third parties via letter, email, or phone

Qualifications

To succeed in this role, you should:

• Be committed to completing the ATT/CTA qualifications on a Level 7 apprenticeship
• Have a minimum of 112 UCAS points in your top three A Levels (or equivalent), excluding General Studies
• Achieve at least Grade 5 (or equivalent) in English Language and Maths at GCSE

Learning & Development

You will be supported in completing your qualification, gaining finance knowledge, accountancy skills, and real-world business experience. You’ll join a cohort with personal support, including a buddy. Your training will be supported by a leading UK provider, and you will be given time to study while developing a variety of skills to become a well-rounded advisor. Our dedicated Learning & Development team and your department’s training contact will guide you to realize your potential from day one.

Additional Information

As a colleague at Evelyn Partners, you will have access to benefits such as:

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value diversity and inclusion through active employee resource groups and initiatives. We are committed to providing a respectful, inclusive, and supportive environment and making reasonable adjustments during the application process. Please inform your Recruiter of your needs.