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

Business Tax

We provide a wide range of tax and consulting services to a broad range of companies, from quoted multinational groups to owner managed businesses.

Through establishing close relationships with our clients, we ensure that we are able to deliver the most comprehensive business tax advice, and also ensure we are aware of the key opportunities and risks faced by our clients.

Role Profile

Purpose of role:

To be a client VAT specialist with a sound basic knowledge of all aspects of VAT, maintaining the established VAT service provided by the firm’s London office to its varied client base.

Client Work 

Advising clients on areas of VAT planning, compliance and disputes with HMRC, namely:

• Act as the day to day lead manager on key tax and VAT clients responsible for all aspects of the client relationship.
• Developing and maintaining a sound technical knowledge of all areas of VAT, reflecting the massively varied business sectors covered by our client base.
• An ability to think laterally - essential when dealing with VAT planning and dispute issues.
• To understand quickly the relevant issues and give clear, concise and positive verbal opinion and advice.
• To be able to write clear, concise reports, letters and emails.
• Preparation, submission and monitoring of dispute reconsiderations and VAT tribunal appeals.

Internal technical support and training

• Organising, preparing and delivering internal VAT training courses.
• Speaking as part of a larger team at other internal seminars and conferences.
• Regularly contributing articles to internal technical bulletins etc.

Working with other departments

• Assist and advise in the review of VAT returns prepared on behalf of clients.
• Assisting and advising audit teams on VAT matters material to statutory audits.
• Assisting and advising in due diligence, M&A and other corporate finance projects.
• Occasional on-site visits and due diligence VAT reviews.

External training

• To organise, prepare and deliver VAT training and update courses to clients and contacts.
• Jointly presenting other external courses as part of a mixed specialist team.
• Occasional speaking at third party seminars and conferences.

Business Development

• Preparation of articles for external newsletters and technical bulletins.
• Regular attendance at other Evelyn Partners seminars and conferences to effect introductions and develop relationships with clients, contacts and other attendees.
• Regular attendance at local “networking” events.
• Develop and maintain relationships with other local and national professionals.
• Preparation and dissemination of National VAT group marketing activities report.

Decision Making Authority/Mandates/Constraints

• Responsible for final approval of VAT returns prepared by internal teams.
• All final advice / external correspondence will be subject to partner approval and internal “cold” reviews.

Key Competencies:

• Written & verbal communication: Able to communicate effectively, both written & orally, at all levels.
• Client Experience:  Focuses on the needs of the client and works to constantly exceed client expectations.
• Planning and organising:  Ability to successfully juggle more than one task or a series of activities at any one time.
• Analytical thinking & problem solving:  Ability to adapt to and apply logical thinking to complex situation.
• Commercial Awareness:
• Overall understanding and knowledge of the role, the company and the financial services industry as a whole

Education/Qualifications:

• Relevant professional qualifications (ACA, ACCA, CTA or IIT qualifications preferred)
• Strong academic record

Key Experience/Skills:

• Significant experience of advising on VAT matters.
• Sound knowledge of all areas of VAT to service a client base covering a wide variety of business sectors.
• Technically capable tax adviser who is able to assist in complex client work
• Demonstrable experience of managing people and clients
• Existing business development skills and appetite to grow business

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.