Trainee Private Client Tax Adviser – School Leaver

SW Group; Guildford; On-site; GBP 21,000 - 26,000; Full time

Benefits offered by this job

Fully funded professional 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 a trainee for its Private Client Tax team in Guildford. You'll support a range of clients, learn to prepare tax returns, liaise with HMRC, and help deliver tailored tax advice, while studying towards ATT/CTA qualifications.

Entry requires a strong attitude and potential; no prior accountancy experience is needed. Training, study time and a supportive network are provided as part of the programme.

Qualifications

• Be committed to working towards the Level 7 ATT/CTA Tax Pathway professional qualification
• A Level: Predicted or obtained minimum 112 UCAS points in top three A Levels (or equivalent)
• GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths
• No previous experience in accountancy, finance or professional services is required.

Responsibilities

• Liaising with clients and third parties to obtain information and build an understanding of their circumstances and objectives.
• Preparing tax returns and repayment claims, ensuring clients meet their compliance obligations accurately and on time.
• Helping clients understand their upcoming tax liabilities and the tax matters that may affect them.
• Assisting with the preparation of client advice, including technical tax research, strategic planning and drafting reports and recommendations.
• Corresponding with clients, HMRC and other third parties by phone, email and letter to support the delivery of high-quality client service.

Skills

Curious

Team player

Attention to detail

Proactive

Development minded

Education

Level: ATT/CTA pathway

UCAS points: 112

GCSE English and Maths: Grade 5

Job description

S&W is seeking a trainee for its Private Client Tax team in Guildford. You'll support a range of clients, learn to prepare tax returns, liaise with HMRC, and help deliver tailored tax advice, while studying towards ATT/CTA qualifications.

Entry requires a strong attitude and potential; no prior accountancy experience is needed. Training, study time and a supportive network are provided as part of the programme.