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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.
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 organization, 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.
Introduction
Our Business Tax team provides tax advisory and compliance services to a wide range of clients, from large multinational groups to owner-managed businesses, covering all relevant taxes, including Corporation Tax, International Tax, Indirect Tax, and Employment Tax. Your role will be in any one of these teams, with the opportunity to undertake secondments to others throughout your programme.
What will you be doing?
Our Technology & Transformation Services team advises our clients on the use of technology across tax and finance to meet compliance and reporting requirements or to improve existing processes. Our service spans a range of technology solutions, including robotic process automation, data analytics, software implementation, systems reviews and IT due diligence exercises. The team works with clients from all business sectors (comprising our tax, audit, and advisory sectors) for a varied project portfolio.
We believe that hands-on experience is key to creating well-rounded trusted technology consultants. This means you'll have exposure to multiple platforms and systems across all of our offerings from the outset.
During your training contract you will study for the Association of Tax Technicians (ATT) qualification, become a qualified robotics (RPA) developer, gain accreditations as a data analyst/scientist and commence a programme which focuses on IT service deliverables and will result in the IT Infrastructure Library (ITIL) qualification. Other platform certifications will be achieved and will focus on the core technologies and platforms in use within the firm and the wider market.
In the first year, you can expect to gain a basic understanding of the technology solutions we work with and to be supporting with various client projects. You will be encouraged to support managers with the on-going running of client portfolios, enabling you to develop a greater understanding of their businesses and to develop core management skills from an early stage in your career.
Your responsibilities will include
- Assisting on robotic automation projects, acting as business analyst and/or junior developer.
- Designing and building business intelligence (BI) dashboards, analytics workflows, or scripts as part of a data analytics project.
- Assisting in compliance & reporting system implementations.
- Preparing technical documentation and project/platform release notes.
- Participate in internal and external presentations and webinars.
- Gradually acquiring and building relationships with your own clients.
To be successful in this role, you should
- Be committed to completing the ATT qualification, on a Level 4 apprenticeship.
- Have obtained or be predicted a minimum 2:2 degree, in any discipline.
- 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
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:
- Competitive salary
- Private medical insurance
- Online GP service
- Life assurance
- Pension contribution
- Employee assistance program
- Employee discount scheme
- Two volunteer days per year
- Charity contribution match
- Holiday package
- Option to purchase additional holiday
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.
Important notes for completing your application
When you click on the ‘I’m interested’ button you’ll be taken to your profile page. We’re in the process of updating it but in the meantime:
- Under the ‘Experience’ section, if you do not have any experience please enter ‘N/A’ into the ‘Title’ text box and choose a random end and start date
- Under the ‘Education’ section you do NOT need to include all your education details as we’ll ask for this separately once you’ve completed your profile. All you need to do is fill in the ‘Institution’ (aka University) question which is mandatory. If you have more than one degree please include your latest one.
- Under the ‘Resume’ (aka CV) section, it is mandatory for you to upload a document; however, this will not be formally reviewed.
- The ‘Message to Hiring Manager’ text box is NOT mandatory and will not be formally reviewed.
