Tax Associate Review

by Evelyn Partners

Rating

8.5/10

1. Please give an overview of your role and what this involves on a day-to-day basis:

I work in the private client tax team where I assist managers and partners in offering advice to individuals, partnerships and trusts on their tax affairs, planning and compliance. I prepare tax returns, draft advisory reports and emails, use legislation to determine their tax positions and currently involved in setting up a Family Investment Company and the funding for that.

8/10

2. Have you learnt any new skills or developed existing skills?

I have learnt how to read legislation more effectively and pick out the key things relevant to my clients, identify information required for tax compliance and treating certain income/expenses in their correct way. Within my professional qualifications I have learnt a great variety of technical skill and knowledge through my ACA and CTA exams. I also had the opportunity to go on secondment to the trust team so that helped learn in a new area.

9/10

3. To what extent do you enjoy your programme?

The team is great, with decent people who are always open to help you out if you need it. Generally very supportive culture.

7/10

4. How well organised/structured is your programme?

9/10

5. How much support do you receive from your employer?

Study leave for college and exam day, plus support from your manager and the wider team in respect of additional support you may required.

9/10

6. How much support do you receive from your training provider when working towards your qualifications?

They are exceptionally supportive and assist with anything on your taught programme and on the apprenticeship as a whole. Any issues at work they are open to helping you resolve.

10/10

7. How well do you feel that your qualification (through your training provider) helps you to perform better in your role?

From a technical point of view and there are opportunities to develop your soft skills through the quarterly catchups with your tutor and additional training soft skills development sessions.

7/10

8. Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)

9/10

9a. Would you recommend Evelyn Partners to a friend?

Yes

9b. Why?

Generally, a very good place to work, with a firm with lots of high growth ambition, they want to obtain the best talent and create a place to work where you can thrive. Offering the clients is vast and continues to grow, which provides great knowledge to employees outside their area of expertise.

10. What tips or advice would you give to others applying to Evelyn Partners?

Be yourself, showing you are keen, research what we do and how you see yourself within the team.