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Graduate Programme, Private Client Tax - Tunbridge Wells (Sept 2024)

Applications are closed

  • Job
    Full-time
    Entry Level

Requirements

  • 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
  • Have obtained or be predicted a minimum 2:2 degree, in any discipline
  • A Level: 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

Responsibilities

  • 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.

FAQs

What is the job title for the position at Evelyn Partners?

The job title is Graduate Programme, Private Client Tax - Tunbridge Wells (Sept 2024).

What kind of company is Evelyn Partners?

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping individuals and businesses thrive. They provide a wide range of financial and professional services.

What will my responsibilities be as part of the Private Client Tax team?

Your responsibilities will include liaising with clients and third parties for necessary information, preparing basic tax returns, advising clients on their tax liabilities, assisting in tax advice preparation, and dealing with correspondence from clients and HMRC.

What qualifications will I be pursuing during this graduate programme?

You will be pursuing the Associate Tax Technician and Chartered Tax Advisor (ATT/CTA) qualifications on a Level 7 apprenticeship.

What academic qualifications do I need to apply for this role?

You should have obtained or be predicted a minimum 2:2 degree in any discipline, a minimum of 112 UCAS points in your top three A Levels (or equivalent), and a minimum Grade 5 in GCSE English Language and Maths (or equivalent).

Is there a specific type of work environment at Evelyn Partners?

Yes, Evelyn Partners offers a collaborative, open-door culture that empowers individuals to drive change and supports high levels of autonomy and partnership across the organisation.

What kind of support will I receive while studying for my qualifications?

You will receive support from a qualified team and leading UK training provider, along with guidance from the Learning & Development team and your department’s training contact.

What benefits are offered to employees at Evelyn Partners?

Benefits include a competitive salary, private medical insurance, online GP service, life assurance, pension contributions, an employee assistance program, volunteer days, charity contribution matching, a holiday package, and the option to purchase additional holiday.

How does Evelyn Partners ensure a supportive and inclusive work environment?

Evelyn Partners values diversity and inclusion, providing access to active employee resource groups and various initiatives aimed at fostering a supportive environment for all colleagues.

Where can I find more information on the company's culture and values?

You can read more about Evelyn Partners, their values, and available career opportunities on their website, specifically in the sections for Wealth, accountancy and business advisory services and Careers.

Placing the power of good advice into more hands

Finance
Industry
1001-5000
Employees
1836
Founded Year

Mission & Purpose

At Evelyn Partners (formerly Tilney Smith & Williamson), their longstanding commitment has been to provide sound advice, empowering individuals and businesses to thrive. With nearly two centuries of experience, their mission is to democratise access to quality advice, ensuring it's available to all, regardless of financial status. As the UK's premier integrated wealth management and professional services group, they cater to diverse client needs, from individual wealth management to comprehensive business services. Through a personalised approach and deep understanding, they aim to support clients in achieving their most meaningful goals.

Culture & Values

  • Personal: 'we treat you as an individual'

    We are a people business at heart, and strive to deliver a friendly, inclusive and personalised service to all our clients, large and small.

  • Partnership: 'we go further together'

    We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.

  • Performance: 'we strive for more'

    We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Benefits

  • Holidays

    Competitive annual leave allowance and access to additional holidays.

  • Benefits

    Income protection, life assurance, a generous pension scheme and much more.

  • Wellbeing

    Private medical insurance, discounts at over 3,000 gyms, studios, fitness centres and sports clubs across the UK, plus access to our Employee Assistance Programme and Cycle to Work scheme.

  • Family

    In addition to offering paid maternity leave, we also offer paternity, adoption and shared parental leave schemes.

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