Summer Intern - Salisbury, United Kingdom - evelyn Partners

evelyn Partners
evelyn Partners
Verified Company
Salisbury, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

Looking to explore a career that's wide-ranging, varied and rewarding? Find the right opportunities and experience for you at Evelyn Partners.
We believe that the best learning experiences are immersive from Day One.


Think client meetings, tackling real-life challenges, responsibility, and exciting work across a wide range of sectors, on a structured training programme.


Of course, we won't throw you in at the deep end - you will get all the support and supervision you need.

As part of the UK's leading integrated wealth management and professional services group, you will learn from some of the industry's thought leaders.

Together, our experts manage around £55 billion of assets for 172,000 clients - and growing.

Individuals, family trusts, professional intermediaries, charities, businesses: we're dedicated to supporting them all, through the power of good advice.


The summer internship programme is a six-week programme designed for penultimate year undergraduate students and is a fantastic opportunity to gain an insight into working at Evelyn Partners.


What you can expect on our intern programme:

  • Hands-on experience within a team invested in building your skills and business knowledge
  • Your own personal support network, including a buddy to offer firsthand experience
  • Contact with partners, to build your confidence with senior members of staff
  • Exposure to a wide selection of clients, sectors, and projects

About ourPrivate Client Tax team:

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, aswell as entrepreneurs, business owners and family businesses.


You will be joining a team that supportsclients 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 fromHMRC.

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.

Progression within this team is fast, with responsibility from an early stage.

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 opportunitiesto experience other assignments such as control reviews and due diligence projects.


As part our Private Client Tax team, 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

Successful applicants will meet the following requirements:

  • On course for minimum 2:2 honours degree, in any discipline
  • Be in your penultimate year
  • A Level: 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
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