Private Client Tax Trainee — ATT/CTA Path

S&W Group; West of England; On-site; GBP 22,000 - 32,000; Full time

Benefits offered by this job

Fully funded training towards pro fess

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 Group is offering a training-focused role in Private Client Tax. You’ll gain hands-on experience supporting a range of clients, studying toward ATT/CTA qualifications, and building technical, analytical and client-facing skills from day one.

The firm provides dedicated study time, expert tuition and a strong support network as you progress through your training contract. As part of a leading UK accountancy and advisory firm, you’ll join a cohort with structured development and a broad client

Qualifications

• Curious, eager to learn and open to new challenges.
• Enjoys working with others and building positive relationships.
• Has a keen eye for detail and enjoys solving problems.
• Is proactive and looks for ways to make a positive contribution.
• Takes ownership of their development and is motivated to achieve their goals.

Responsibilities

• Liaise with clients and third parties to obtain information and understand objectives.
• Prepare tax returns and repayment claims, ensuring compliance on time.
• Explain upcoming tax liabilities and relevant tax matters to clients.
• Assist in preparing client advice, including tax research and drafting reports.
• Communicate with clients, HMRC and third parties by phone, email and letter to ensure high-quality service.

Skills

Curious mindset

Teamwork

Attention to detail

Proactive attitude

Development ownership

Education

Level 7 ATT/CTA pathway

A Levels 112 UCAS points

GCSE English & Maths grade 5

Job description

S&W Group is offering a training-focused role in Private Client Tax. You’ll gain hands-on experience supporting a range of clients, studying toward ATT/CTA qualifications, and building technical, analytical and client-facing skills from day one.

The firm provides dedicated study time, expert tuition and a strong support network as you progress through your training contract. As part of a leading UK accountancy and advisory firm, you’ll join a cohort with structured development and a broad client