L4 Tax Assistant Apprenticeship

David Allen; Carlisle, Penrith, Dumfries; On-site; GBP 12,000 - 18,000; Full time

Benefits offered by this job

Flexible working

Apprenticeship programme

Job summary

David Allen in the United Kingdom invites applications for a Tax Assistant Apprentice role. You will study for a Level 4 Taxation Technician qualification while gaining practical experience in the taxation function of an accountancy firm.

You will assist in preparing Self Assessment tax returns, check HMRC repayments, and progress toward higher qualifications through online training with an end-point assessment.

Qualifications

• Assist and work as part of the firm’s Tax department to ensure HMRC deadlines are met for clients.
• Prepare and submit Self Assessment tax returns in accordance with legislation.
• Undertake and complete a Level 4 Taxation Technician qualification during the apprenticeship.

Responsibilities

• Support the Tax team to meet HMRC deadlines for clients.
• Prepare and submit Self Assessment tax returns and check repayments.
• Develop knowledge through online training and end-point assessments.

Skills

Data analysis

Effective communication

Leadership

Education

Level 4 Taxation Technician

Job description

Join #TeamDA as a Tax Assistant Apprentice

Are you looking for your next move after finishing school or college? Do you wish to take the first step on a professional career ladder that has excellent progression and development opportunities? If so, a Tax Assistant Apprenticeship with David Allen may be a great fit for you.

As a Tax Assistant Apprentice, you will be given the opportunity to study for a Level 4 Taxation Technician qualification whilst gaining practical work experience in the taxation specialism of an accountancy environment. Not only will you develop the real-world knowledge required to complement your taxation qualification, but you will also develop important transferable skills such as data analysis, effective communication and leadership.

If this sounds like the ideal role for you and you are a quality-focussed, organised individual, who has high levels of integrity and is keen to learn, then we encourage you to apply to the below vacancy and become a key member of our team today.

Aims and purpose of the Job

As a Tax Assistant Apprentice, you will assist and work as part of the firm’s Tax department to ensure that the team meet all appropriate HMRC deadlines on behalf of their clients. You will be responsible for preparing and submitting Self Assessment tax returns in accordance with relevant legislation, for checking tax repayments and other correspondence from HMRC and reconciling differences with our calculations. You will develop and consolidate your knowledge of professional tax services by undertaking and successfully completing a Level 4 Taxation Technician qualification.

About the Apprenticeship

During your apprenticeship you will develop your tax knowledge by studying for the Association of Taxation Technicians qualification and, upon completion, will become a member of the Association of Taxation Technicians, one of the two leading taxation professional institutions in the UK. The training is delivered online by our training provider and includes personal tax, business tax, ethics and law.

You will be assessed via an 'end point assessment' which will consist of a case study examination and a portfolio that will evidence your learning and development. On successful completion of this apprenticeship, there may be an opportunity to progress to a Level 7 Taxation Professional apprenticeship. This involves studying for the Chartered Institute of Taxation examinations. You will develop further skills and knowledge through practical work experience with a variety of clients, online training, self-study and other tax-related courses.

Scroll down to read the full job description and person specification.

About David Allen

Established in 1997 and with a team of over 150 dedicated professionals working from our offices based in Carlisle, Dalston, Dumfries, Penrith and Workington. We provide our clients in Cumbria, South West Scotland and further afield, with a full business support package to ensure they can develop and succeed. Our services include specialisms in Accountancy, Tax, Financial Services, Agriculture, IT solutions, Debt Recovery, Payroll, Wills and Probate.

From the very beginning, David Allen have been committed to great client care - blending the traditional values of business with the enthusiastic hands on attitude of a modern team of professionals.

In return for dedication and hard work we offer the following company benefits

Working for #TeamDA also brings with it lots of perks, from flexible working to help you manage your other priorities, to free financial advice and package, as well as lots of opportunities to grow, develop and progress.

Find out more about our apprenticeship programme

Discover more about our career opportunities by joining us at our Apprenticeship Careers Evening at our head office in Dalston on Wednesday 25 February 2026.