Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our Private Client Tax team to assist clients with tax compliance and financial planning.
- Company: Evelyn Partners has been a trusted name in UK professional services for over 180 years.
- Benefits: Enjoy fully funded training, competitive salary, private medical insurance, and generous holiday packages.
- Why this job: Gain hands-on experience while studying for professional qualifications in a supportive and inclusive environment.
- Qualifications: A Levels: Minimum 112 UCAS points; GCSE: Grade 5 in English and Maths required.
- Other info: You'll be part of a cohort with personal support and guidance throughout your training.
The predicted salary is between 8000 - 12000 £ per month.
For over 180 years, Evelyn Partners has been a leading force in UK professional services and wealth management. Our legacy is built on a commitment to helping businesses and individuals achieve better outcomes. We believe that expert guidance should be accessible to all, and we're dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
Introduction to the Private Client Tax team at Evelyn Partners:
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 will 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.
What will you be doing?
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. You will be given responsibility from an early stage in your career. By the second year, you will be taking on a more senior role with smaller clients and helping to supervise the new intake of trainees. 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 ATT/CTA. You will also achieve the government-recognised Level 7 Apprenticeship qualification, developing essential soft skills sought out in the professional services sector.
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:
- Be committed to completing the Associate Tax Technician and Chartered Tax Advisor (ATT/CTA) qualifications, on a Level 7 apprenticeship
- A Level: Predicted or obtained minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies
- GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively
Learning & Development:
You’ll be supported in completing your qualification; gaining the finance knowledge, accountancy skills and real-world business experience to jumpstart your career in accountancy, tax and business advisory. And you won’t do it alone - you’ll be joining as part of a cohort with your own personal support network, including a buddy to offer first-hand experience. Your qualification training will be supported by a leading UK training provider, and you’ll be given the space and time to study whilst developing a variety of skills to become a well-rounded advisor. You’ll receive guidance and support each step of the way by our dedicated Learning & Development team and training contact for your department to make sure you have everything you need to realise your potential from day one.
As a colleague here at Evelyn Partners you will have access to benefits that include:
- 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
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you’ll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.
School Leaver, Private Client Tax employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land School Leaver, Private Client Tax
✨Tip Number 1
Familiarise yourself with the basics of tax compliance and the role of HMRC. Understanding these concepts will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the Private Client Tax field.
✨Tip Number 2
Network with current or former employees of Evelyn Partners, especially those in the Private Client Tax team. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying.
✨Tip Number 3
Stay updated on recent changes in tax legislation and policies. Being knowledgeable about current events in the tax sector will not only impress interviewers but also show that you are proactive and committed to your professional development.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview. This shows your enthusiasm for the role and helps you assess if the company aligns with your career goals. Consider asking about the training process for the ATT/CTA qualifications or opportunities for growth within the team.
We think you need these skills to ace School Leaver, Private Client Tax
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the School Leaver position in Private Client Tax. Familiarise yourself with the tasks involved, such as liaising with clients and preparing tax returns.
Tailor Your CV: Craft your CV to highlight relevant skills and experiences that align with the job description. Emphasise any coursework or projects related to finance, tax, or client interaction, and ensure your academic achievements are clearly presented.
Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Mention why you want to join Evelyn Partners specifically, and how your goals align with their commitment to providing expert guidance and exceptional service.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and well-presented. A polished application reflects your attention to detail.
How to prepare for a job interview at Evelyn Partners
✨Research the Company
Before your interview, take some time to learn about Evelyn Partners and their Private Client Tax team. Understand their values, services, and recent news. This will help you tailor your answers and show genuine interest in the role.
✨Prepare for Technical Questions
Since this role involves tax compliance and advising clients, be ready to discuss basic tax concepts and regulations. Brush up on your knowledge of tax returns and HMRC processes, as these may come up during the interview.
✨Showcase Your Soft Skills
Evelyn Partners values strong communication and teamwork. Be prepared to share examples of how you've worked effectively in a team or communicated complex information clearly. Highlighting these skills can set you apart from other candidates.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask your interviewers. Inquire about the training process, opportunities for growth, or the team culture. This demonstrates your enthusiasm and helps you assess if the company is the right fit for you.