Tax Professional

1 week ago


Mount Ephraim, New Jersey, United States Evelyn Partners Full time
About the Role

We are seeking a highly motivated and detail-oriented Tax Professional to join our Private Client Tax team at Evelyn Partners. As a Tax Professional, you will play a key role in helping individuals and families navigate their tax obligations and develop tax-efficient strategies.

Key Responsibilities
  • Liaise with clients and third parties to obtain necessary information
  • Prepare and submit tax returns and repayment claims
  • Advise clients on tax matters and provide guidance on tax compliance
  • Assist in the preparation of tax advice and reports for clients
  • Deal with correspondence from clients, HMRC, and other third parties
Requirements
  • Commitment to completing the Associate Tax Technician and Chartered Tax Advisor (ATT/CTA) qualifications
  • A Level: Predicted or obtained minimum 112 UCAS points in top three A Levels (or equivalent)
  • GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths
What We Offer

As a Tax Professional at Evelyn Partners, you will have access to a range of benefits, including:

  • Fully funded training towards professional qualifications
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Cycle to work scheme
  • Season ticket loan
  • Shared parental leave
  • Eye care support
About Evelyn Partners

Evelyn Partners is a leading force in UK professional services and wealth management. We are committed to helping businesses and individuals achieve better outcomes through expert guidance and exceptional service.

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you will find an inclusive environment where everyone feels valued and supported.


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