Graduate Private Client Tax: ATT/CTA Training & Mentorship

S&W; England; On-site; GBP 29,000 - 36,000; Full time

Benefits offered by this job

Fully funded professional training

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Cycle to work scheme

Season ticket loan

Eye care support

Shared parental leave

Job summary

S&W is recruiting for a Private Client Tax trainee in the UK. You will support clients from diverse private wealth backgrounds, with exposure to tax compliance, planning and advisory work from day one.

Structured training, mentorship and significant client contact help you develop technical and relationship skills. You'll study towards Level 7 ATT/CTA as part of an organised programme, with study support and clear development paths within a supportive team.

Qualifications

• Be committed to pursuing the Level 7 ATT/CTA Tax Pathway.
• Have a minimum 2:2 degree in any discipline.
• A Levels: 112 UCAS points in top three A Levels (excluding General Studies).
• GCSE: Grade 5 in English Language and Maths.

Responsibilities

• Liaise with clients and third parties to obtain information and understand their circumstances and objectives.
• Prepare tax returns and repayment claims, ensuring compliance on time.
• Explain upcoming tax liabilities and related matters to clients.
• Assist with client advice, including technical tax research, planning and drafting reports.
• Correspond with clients, HMRC and other third parties by phone, email and letter to support high-quality service.

Skills

Curious

Eager to learn

Relationship building

Attention to detail

Proactive

Own development

Education

Bachelor's degree 2:2

A Levels 112 UCAS points

GCSE English & Maths Grade 5

Job description

S&W is recruiting for a Private Client Tax trainee in the UK. You will support clients from diverse private wealth backgrounds, with exposure to tax compliance, planning and advisory work from day one.

Structured training, mentorship and significant client contact help you develop technical and relationship skills. You'll study towards Level 7 ATT/CTA as part of an organised programme, with study support and clear development paths within a supportive team.