Tax - Private Client Tax - School Leaver Apprentice - Birmingham - 1 September 2026

MAZARS LLP; Birmingham; On-site; GBP 18,000 - 22,000; Full time

Job summary

A leading financial services firm in Birmingham is offering a school leaver apprenticeship. This position provides comprehensive training in tax disciplines, enabling candidates to develop essential skills and gain chartered tax adviser qualifications. Ideal candidates will be inquisitive, eager to learn, and able to handle responsibilities efficiently. The firm emphasizes diversity and inclusion in its workplace.

Benefits

Diversity and inclusion initiatives

Professional development opportunities

Qualifications

• On track or have obtained A-level, BTEC or equivalent qualifications.
• A commitment to self-development and learning.
• Enjoys meeting and engaging with new people.

Responsibilities

• Prepare and submit tax returns and related forms.
• Develop strong knowledge of UK tax legislation.
• Build relationships with clients to deliver on projects.

Skills

Critical thinking

Problem solving

Time management

Communication

Curiosity

Education

A-level, BTEC or equivalent qualifications

Job description

As a school leaver apprentice, you will be supported on a varied development program, working across multiple specialisms in order to meet the full needs of our clients. You will work within the national private client tax team and alongside colleagues in the Financial Planning and Privately Owned Business teams to give a full private client experience and ensure all our clients' tax and financial planning needs are met.

You will be provided an opportunity to work with colleagues in different tax disciplines in your first two years, including tax assurance, UK and international tax advisory and trusts and estates, resulting in a broad understanding of the services we can offer our Private Clients. You'll ensure a client meets all their tax obligations by preparing and submitting tax returns and other necessary forms. You will also review clients' business structures and personal financial arrangements to deliver solutions for their financial goals and business needs.

During your first three years you will:

• Learn how to use tax software and systems to prepare income and capital gains tax computations and returns for individuals, trusts and estates.
• Develop a thorough understanding of income streams and the nature of the clients' financial affairs to complete the tax computation to the best of your ability.
• Be able to obtain relevant information from other departments and directly from clients whilst building good communication with both.
• Develop a thorough understanding of the tax legislation and the nature of the clients' personal financial circumstances, both through your work and your studies.
• Begin studying for your ATT-CTA exam pathway to become a chartered tax adviser

By the end of your fourth year you will:

• Work on a variety of different advisory engagements across UK tax covering a range of technical areas
• Develop a strong technical knowledge of the UK tax legislation, specifically across personal taxes
• Understand how UK and foreign income sources are taxed, as well as the different challenges facing our private client base in terms of managing tax risk, estate/succession planning and the implications of being internationally mobile
• Work directly with our clients and begin developing relationships with those clients to deliver on repeat engagements
• Begin to manage advisory engagements, including planning, budgeting and project managing different service lines
• Develop a strong understanding of our control and risk management procedures
• Be ATT-CTA qualified and a chartered tax adviser

We are looking for someone with:

• On track or have obtained A-level, BTEC or equivalent qualifications.
• Deep curiosity to learn new things and is naturally inquisitive;
• The ability to think critically solve problems and share knowledge with others;
• A commitment to self-development and learning;
• Strong sense of ownership of duties and high levels of responsibility to deliver on promises;
• Always looks to try their best in all they do and always looking for ways to improve;
• Enjoys meeting and engaging with new people with an underlying respect for individuals, diversity, and integrity;
• Works well under pressure and have a positive 'can-do' attitude if faced with challenging situations;
• Excellent time management skills;
• A willingness to travel and adhere to our flexible working environment.

At Forvis Mazars, we're dedicated to helping you build a rewarding career. We value your expertise, experience, and ambition, encouraging you to bring your ideas and creativity to our national tax team.

We are an equal opportunities employer and welcome applications from all qualified candidates. We are committed to diversity, equity, and inclusion and promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.