Tax Apprentice – Private Client Tax Services

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  • Employer Smith & Williamson
  • Job type Higher Apprenticeships
  • Salary Competitive + benefits
  • Deadline Ongoing
  • Entry requirements A-levels (or equivalent)
  • Locations Salisbury, Bristol
  • Qualifications gained Professional Qualification
  • Date published 13/02/2017

At Smith & Williamson we recruit high calibre people with the skills, knowledge and commitment to meet the demands of the business. The Higher Apprenticeship Programme is a five year structured training programme combining practical experience with technical studies, as well as providing numerous opportunities to increase your skill set with internal courses ranging from personal impact and negotiation skills to time management to delivering presentations.

Our Private Client Tax Services team help individuals from all walks of life with their tax issues.  With over 6,000 private tax clients and 1,500 trusts, our client base is incredibly diverse. Today, we provide services to high-net-worth individuals, non-domiciled individuals, landed estates, trusts and professional practices.

Our Private Client Tax Services team can deal with compliance obligations and reporting requirements while also advising on domestic and international issues through our Nexia International network.  The team also work closely with other practices within Smith & Williamson such as the investment managers, financial planners and pension specialists which complement and enhance the advice we can offer. 

During your five year apprenticeship you will study for the Association of Taxation Technicians (ATT) and the Chartered Taxation Adviser (CTA) qualifications.

Duties 

  • The preparation of Repayment Claim Forms and basic Tax Returns for individuals/ trusts and partnerships
  • Dealing with correspondence from clients/HMRC and other third parties
  • Advising clients of their forthcoming tax liabilities including writing to clients and 3rd parties where necessary
  • Billing clients in a timely manner for the work we have carried out on their behalf
  • Setting up new clients and dealing with the disengagement of departing clients
  • Organisation of workload to ensure an efficient and timely service
  • Other ad hoc administrative tasks

To be successful in this role you will:

  • Be committed and motivated to studying towards the ATT and CTA qualifications
  • Be able to deliver first class client service and work effectively as part of a team
  • Demonstrate an ability to communicate clearly both verbally and in writing
  • Be well organised and have the ability to prioritise your own workload
  • Have a high level of general commercial awareness

Academic requirements

  • 280 UCAS points (or equivalent) in your top three A-levels (excluding General Studies)
  • GCSE English and Maths (or equivalent) at a minimum of grade B

Application process

Stage 1 – complete our online application form

Stage 2 – complete online verbal reasoning and numerical testing

Stage 3 – assessment session in the office you have applied to including numerical and written tests

Stage 4 - short presentation and competency interview with one of our managers and/or directors

Stage 5 – final interview

If you are/will be an A-level qualified candidate (or equivalent) looking for first class training in Assurance & Business Services and meet our requirements, we would like to hear from you. For further information and to apply please visit our trainee website; www.smithandwilliamsontrainees.co.uk

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