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

Careers | Evelyn Partners

Job Description

To assist in the provision of the internal partner tax services and employment tax advice to the Group. (For the avoidance of doubt, this is role does not involve interaction with external clients.)

• Tasks related to completion of tax returns for individuals, trusts and LLPs, including, but not limited to:
  • Drafting returns to a high standard;
  • Prioritising own workload;
  • Organisation of source data;
  • Preparing accurate and clear working papers;
  • Accurate input to system;
  • Efficient use of Excel and other software as appropriate.
  • Highlighting technical points which require additional consideration by senior colleagues and, when requested, assist in technical research and/or drafting technical advice.

• Partner Tax Payments & Reserving
  • Assist in annual review of partner tax reserving and calculation of adjustments;
  • Assist in preparation of partner tax payment instructions such that all tax payments are made promptly and correctly;

• Client administration
  • Ensure all files are kept in good order and trackers are up to date;
  • Ensure all controls, eg review sheets, are complied with and appropriately filed;
  • Assist with budgeting and billing process;

• Assist with Group employment tax matters including:
  • Group Tax's overview of the P11D and PAYE settlement processes (which are run within the wider Group Finance team);
  • the tax implications and reporting requirements around short term business visitors and internationally mobile employees;
  • considering implications of changes in legislation and interpretations;
  • ad hoc queries.

• Assist in assessing risk and implementing controls to manage risk in line with the Group's risk appetite
• Assist in maintaining up-to- date procedure notes
• Assist with ad hoc projects as required

Qualifications

Key Skills and Experience

• Experience gained within the profession and/or financial services, including experience of managing own workload;
• Technical knowledge of private client tax, including income tax, capital gains tax and at least basic inheritance tax essential and this will be expected to increase over time;
• Knowledge of partnership tax and employment tax matters desirable, but not essential if willing to learn and develop in these areas;
• High standard of written and verbal communication with a sense of client service;
• Willing to learn and adapt to new legislation and practices;
• Good planning and organising skills, to ensure that all deadlines are met and that all data received is properly processed;
• The ability to be client focused and remember importance of service to client, especially on routine matters;
• Must be a team player with the ability to work within the group and department as a whole to provide an excellent service to the clients;

Professional Qualifications

• Strong relevant academic background or experience and/or Qualified Accountant (ACA/ACCA/CA/Equivalent) and/or Association of Taxation Technicians (ATT).

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• 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.