Private Client Tax Trainee — Salisbury (Sept 2027)

SW Group; Salisbury; On-site; GBP 20,000 - 25,000; Full time

Benefits offered by this job

Fully funded training

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 seeking School Leavers for a full-time role in Private Client Tax in Salisbury starting September 2027. This position offers hands-on experience in tax affairs and financial planning, with responsibilities including preparing tax returns and liaising with clients.

No prior experience in finance is needed. Successful candidates will work towards the Level 7 ATT/CTA qualification while receiving support from experienced colleagues.

Qualifications

• No previous experience in accountancy, finance or professional services is required.
• Commitment to obtaining Level 7 ATT/CTA Tax Pathway professional qualification.

Responsibilities

• Liaise with clients and third parties to obtain information.
• Prepare tax returns and repayment claims.
• Help clients understand their upcoming tax liabilities.
• Assist with preparation of client advice and technical tax research.
• Correspond with clients, HMRC, and third parties.

Skills

Curiosity

Attention to detail

Problem-solving

Relationship building

Proactivity

Education

Minimum 112 UCAS points in top three A Levels

Minimum Grade 5 in English Language and Maths

Job description

S&W is seeking School Leavers for a full-time role in Private Client Tax in Salisbury starting September 2027. This position offers hands-on experience in tax affairs and financial planning, with responsibilities including preparing tax returns and liaising with clients.

No prior experience in finance is needed. Successful candidates will work towards the Level 7 ATT/CTA qualification while receiving support from experienced colleagues.