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.

As a high growth organisation, we offer personal growth opportunities in an environment that empowers you to drive change. Our collaborative, open door culture supports you to perform at your best, with high levels of autonomy and a strong partnership mindset across the organisation.

Read more about us, our values and available career opportunities here:

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

What will you be doing?

We’re seeking a talented individual to join our Tax team in Cambridge.

As a Tax Associate in the business tax team, you will be responsible for assisting with the annual tax compliance work for a portfolio of clients and to assist other staff within the department with tax administration.

As Tax Associate, some of your responsibilities will include:

Client compliance work:

• Delivering high quality service to clients
• Responsible for a portfolio of clients 
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
• Ensuring all beneficial elections and claims are made

Client planning work:

• Identifying possible planning possibilities
• Preparing reports for clients
• Attendance at client meetings
• Answering client ad-hoc questions and enquiries in respect of their personal tax affairs

Yearly routine checks and compliance

• Ensuring Evelyn Partners procedures on annual tax cycle are complied with
• Collating and maintaining client information
• Client billing and time analysis

Supervising trainees

• Overseeing trainees and reviewing work
• Assisting other group members in professional work
• Providing feedback for trainees appraisals

To be successful in this role, you should:

• Professionally Qualified or studying ATT 
• Experience gained within a professional services firm.
• Good knowledge of business tax compliance
• Ability to write letters explaining complicated planning issues as well as verbal communication skills.
• Computer literate using a range of applications/programmes ideally including Digital software.
• Ability to work independently and be a team player.
• Confidence to deal with managers, partners, and clients

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

• Competitive salary
• Private medical insurance
• Online GP service
• Life assurance
• Pension contribution
• Employee assistance program
• Employee discount scheme
• Two volunteer days per year
• Charity contribution match
• Holiday package
• Option to purchase additional holiday

We value all the benefits that a diverse team brings.  When you join Evelyn Partners, you’ll have access to a wide range of active employee resource groups and multiple diversity, equity and inclusion initiatives.  As a colleague, we want to work with you, regardless of your identity, background, or circumstance, to achieve your full potential in a supportive and inclusive environment.

For us to make the process as easy as possible for you, please let us know of any reasonable adjustments you may need on your application form.