Trust Assistant - Private Client Tax

Evelyn Partners; London; On-site; GBP 40,000 - 55,000; Full time

Job summary

Evelyn Partners seeks a Trust Assistant to provide expert tax compliance and advisory services in London. The role involves managing client portfolios, enhancing client relations, and collaborating with senior staff on special projects. The ideal candidate will have professional services experience and relevant qualifications for a rewarding career in wealth management.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Experience in a professional services firm.
• Knowledge of personal tax compliance and advisory work preferred.
• Strong written and oral communication skills.

Responsibilities

• Provide tax compliance and advisory services for a diverse client portfolio.
• Manage and maintain relations with clients, ensuring exceptional service.
• Aid Directors/Partners in client work and management tasks.

Skills

Communication

Interpersonal Skills

Knowledge of Personal Tax Compliance

Education

ACA/CTA/STEP or equivalent qualification

Job description

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Trust Assistant - Private Client Tax, London

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

1ff3fbe2f1b1

Job Views:

3

Posted:

02.06.2025

Expiry Date:

17.07.2025

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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.

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: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners

Job Description

Purpose of Role

Within this role you will provide tax compliance and advisory services for a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients.

A key part of the role requires the individual to actively seek, and keep the Partner informed about any new business opportunities arising at existing and new clients.

Key Responsibilities

• You will also aid Directors/Partners in both client work and in the management of the group.
• You will be involved in special assignments and advisory projects on an ad hoc basic
• Manage portfolio of complex cases, both advisory and compliance
• Give exceptional client service and be responsible for maintaining regular contact with client team.
• Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant
• Ensuring department KPIs are met around billing and recovery targets Personal Development (Technical & Other)
• Awareness/interest in what other parts of the firm can do, to encourage cross-referrals Practice Development

Qualifications

Experience and Skills:

• Experience gained within a professional services firm.
• Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work
• Written and Oral communication
• Must have good inter-personal skills to be able to liaise with clients and other staff members.

Education and Qualifications:

ACA/ CTA / STEP or equivalent qualification ( Preferred but not desirable)

Additional Information

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

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 for your needs throughout the application process. Please let your Recruiter know.