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Evelyn Partners

Evelyn Partners’s personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its range of services include assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, as well as corporate finance and transaction services.

This is a fantastic opportunity to influence innovation within a growing team, to receive extensive training on systems and become empowered to create unprecedented change in a very exciting time for tax with MTDs arrival and for us with our growing business.


We seek someone with a desire to work on tax processes and technology. The successful candidate will be working with the teams to deliver technology solutions that offer automation and efficiency to the firm as well as becoming a subject matter expert for tax data.

Purpose of role:

The Digital Compliance Team works closely with our client teams and our Tax Systems and Data Team driving innovation, the development of automation, data analytics and reporting process solutions to digitalize our tax offering. This includes providing more efficient processes internally as well as innovative client solutions.  You will process change initiatives within our tax offering by proactively reviewing and improving tax processes and tax technology.  The job will involve interaction as a Power Platform developer with our tax practitioners as well as our Tax System and Data team and the vendors of our technology tools.

Key responsibilities:

You will collaboratively support the Tax Systems and Data team by:

  • Presenting data using latest visualisation tools
  • Play a lead role in the digitisation of the tax business
  • Exploring, designing, and test technology solutions for the practice
  • Ensuring sound technical input in setting up and improving processes
  • Presenting training to the business on new technology solutions
  • Completing full user testing of new upgrades, and ensure support documentation is in place
  • Contributing to development of client facing portals to design the future of the platforms
  • Developing and implement new data automation routines to help automate and improve processes
  • Building and maintaining relationships with key stakeholders and providing high levels of client service
  • Working with internal SMEs to identify appropriate processes for automation
  • Presenting to stakeholders throughout the project lifecycle, from proposal meetings to handover, and maintaining an excellent relationship with these stakeholders.
  • Time management across multiple projects to ensure projects are delivered on time and within budget
  • Ensuring internal procedures are adhered to and responsible for some departmental administrative task 

Candidate Profile

Key Experience/Skills:

Desirable experience in tax technology and tax prerequisites.

  • Strong and motivated team player
  • Keen eye for detail and inherent pride in quality of work done
  • Evidence of designing, developing, and testing automation workflows is a positive
  • Exposure to leadership and networking opportunities throughout Tax
  • Self-motivated, self-starter.
  • Working with business analysts to define and deliver business impacting projects.


Extensive training on cutting edge technology, Power Platform, Dynamics 365, SharePoint will be provided in the role:

About Evelyn Partners

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020.

With £54.8 billion of assets under management (as of 30 June 2021), it ranks as the third largest UK wealth manager measured by revenues and the eighth largest professional services firm ranked by fee income. The Group currently operates through three principal brands: Evelyn Partners, and online investment service Bestinvest. It has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Value statement

Evelyn Partners’s chosen purpose to “place the power of good advice into more hands” succinctly encapsulates the group’s central mission of supporting both individuals and businesses to achieve their goals.

In delivering its purpose, Evelyn Partners have set out three core values that it is committed to embedding in the culture of the business:

  • Personal — we treat you as an individual: We are a people business at heart and strive to deliver a friendly, inclusive, and personalised service to all of our clients, large and small.
  • Partnership — we go further together: We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.
  • Performance — we strive for more: We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Diversity statement

The Evelyn Partners Group recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. At Evelyn Partners we are committed to equal opportunities in all aspects of our work.