Evelyn Partners profile

Private Client Tax Services Apprenticeship ATT/CTA

by Evelyn Partners


Job Details

30th April 2024
Higher Level Apprenticeship
Bristol, Salisbury, Cambridge, Guildford, Newcastle, Tunbridge Wells

Private Client Tax Services Apprenticeship for School Leavers and Graduates ATT/CTA

We have apprenticeship opportunities for School Leavers and Graduates in the below locations: 

Bristol, Salisbury, Cambridge, Guildford, Newcastle, Tunbridge Wells


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.

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 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. 

You will begin studying towards your first professional exams soon after joining, instantly developing knowledge that will support your work in the department. Through tuition via an acclaimed provider, and a qualified team with the same experience, you will have the support and resources to study for these exams.

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.

Please refer to our website for entry requirements.

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.

About Evelyn Partners

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. Currently, we’re ranked #5 Accountancy firm in the UK (Top 50+50 Accountancy firms 2022, accountancyage.com). 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.

How to apply

To apply for this programme and to find out more, please click on the apply button below.

Please note that applications may close before the application deadline, so apply early to avoid disappointment.

View More Jobs
Recruiting? See how we can help you