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    Tax Associate Partner - United Kingdom - Evelyn Partners Group

    Evelyn Partners Group
    Evelyn Partners Group United Kingdom

    1 week ago

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    Description

    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.

    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; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.

    Read more about us and available career opportunities here:
    To assist in the provision of the internal partner tax services and employment tax advice to the Group.

    (Tasks related to completion of tax returns for individuals, trusts and LLPs, including, but not limited to:

    Organisation of source data;
    Efficient use of Excel and other software as appropriate.

    Highlighting technical points which require additional consideration by senior colleagues and, when requested, assist in technical research and/or drafting technical advice.

    Partner Tax Payments & Reserving
    Assist in annual review of partner tax reserving and calculation of adjustments;
    Assist in preparation of partner tax payment instructions such that all tax payments are made promptly and correctly;
    Assist with budgeting and billing process;
    Assist with Group employment tax matters including:
    Group Tax's overview of the P11D and PAYE settlement processes (which are run within the wider Group Finance team);
    the tax implications and reporting requirements around short term business visitors and internationally mobile employees;
    ad hoc queries.
    Assist in assessing risk and implementing controls to manage risk in line with the Group's risk appetite
    Assist with ad hoc projects as required
    Experience gained within the profession and/or financial services, including experience of managing own workload;
    Technical knowledge of private client tax, including income tax, capital gains tax and at least basic inheritance tax essential and this will be expected to increase over time;
    Knowledge of partnership tax and employment tax matters desirable, but not essential if willing to learn and develop in these areas;
    Good planning and organising skills, to ensure that all deadlines are met and that all data received is properly processed ;
    Strong relevant academic background or experience and/or Qualified Accountant (ACA/ACCA/CA/Equivalent) and/or Association of Taxation Technicians (ATT).

    Private medical insurance
    Life assurance
    Pension contribution
    Generous holiday package
    Option to purchase additional holiday
    Shared parental leave

    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.

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