Role: Private Client Tax Trainee (School Leaver) – ATT/CTA Level 7 Apprentice
Department: Private Client Tax Services
If you’re looking to join an organisation that will give you the right opportunities and experience to develop your career, join Evelyn Partners.
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, looking after the financial affairs of individuals, families, and businesses for more than a century. We offer a wide range of end-to-end services to meet client needs throughout their life, and at every stage of their business lifecycle.
Our trainee schemes are structured training programmes combining practical experience with technical studies, as well as providing numerous opportunities to increase your skill set with internal courses ranging from personal impact and negotiation skills to time management and delivering presentations.
What will you be doing?
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’ll 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.
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.
As our Trainee 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 meet the following requirements:
- Committed and motivated to studying towards the ACA qualification on a Level 7 apprenticeship
- Must have or be on course for at least 112 UCAS points (or equivalent) in your top three A-levels (excluding General Studies)
- GCSE English Language and Maths (or equivalent) at a minimum of grade 5
What training and development will I receive in my first few years?
Progression within this team is fast, with responsibility from an early stage. By the second year you'll be taking on a more senior role with smaller clients and helping to supervise the new intake of trainees and 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 joint Association of Taxation Technicians (ATT) and Chartered Tax Adviser (CTA) qualifications. Additionally, you will achieve the Level 7 Apprenticeship qualification, developing essential skills sought out in the professional services sector.
Here’s what our trainees have to say about our Private Client Tax trainee programme…
“Days are rarely the same within Private Client Tax, but most days include reviewing a tax return and accompanying letter, calls with a partner to discuss details of clients and a team call to discuss any tax developments or changes to internal procedures.”
“We are uniquely positioned to provide holistic advice to our clients with financial planners, business advisers and investment managers all in-house. Working with these teams has also helped me build up my skillset and broaden my awareness of different factors affecting our clients.”
“Tax combines problem-solving, technical skills and strategic thinking with developing strong and rewarding relationships, both with your clients and colleagues. With frequent updates to tax practice through legislation, case law and updated HMRC guidance, there is always something interesting going on.”
We have several upcoming virtual events for you to attend - https://www.evelyn.com/careers/early-careers/
Evelyn Partners recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion or belief. At Evelyn Partners we are committed to equal opportunities in all aspects of our work.