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  4. Internship Programme, Private Client Tax - 2024
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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 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.

Introduction

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?

The Private Client Tax internship will enable you to increase your understanding of working within a professional organisation and gain valuable experience of the type of work that our graduates carry out on a day-to-day basis; you could be attending meetings with partners or assisting with research projects. There will be a wide variety of work for you to do, and an opportunity for you to be a real part of the team.

Your responsibilities will include

  • Preparation of basic tax returns or repayment claim forms
  • 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.

To be successful in this role, you should

  • Be available from 1st July – 9th August 2024
  • Be in your penultimate year of university
  • On course for at least a predicted 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

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.