US & UK Tax Apprentice

Phinch Limited; Weston-super-Mare; Hybrid; GBP 18,000 - 22,000; Full time

Job summary

A financial services company in Weston-super-Mare is seeking an apprentice to join their US and UK tax compliance teams. The role offers comprehensive training towards an ATT qualification and involves preparing and reviewing tax returns, along with supporting office administration. Ideal candidates are hard-working, detail-oriented, and interested in taxation. This apprenticeship promises valuable exposure to both UK and US systems.

Responsibilities

• Preparing US tax returns for manager review.
• Reviewing data provided by the client and converting currencies to USD.
• Submission of tax returns and FBARS to the IRS/Treasury Department.
• Preparing UK tax returns for manager review.
• Apportioning income to ensure correct tax year allocation.
• Supporting the admin function of the office.

Skills

Hard working with a desire to learn

Interest in tax

Accuracy and attention to detail

Confidentiality

IT proficiency (MS Excel and Word)

Education

5 GCSEs including Maths and English

2 A Levels or equivalent preferred

Job description

About us

We are a close-knit team of experts passionate about providing top-notch financial services. Our collective knowledge and experience span both UK and US taxation and we guide our clients through the complexities of both systems.

The role

We are looking for an apprentice to join our US team (3/4) and UK team (1/4). Your duties will expose you to all aspects of US and UK tax compliance. We will provide you with all necessary training and support alongside your classroom studies while you learn how to perform your duties.

Initially you will study for an ATT qualification (fully funded by Phinch). On successful completion of this qualification you will be supported in further studies.

Key responsibilities

• Preparing US tax returns for manager review.
• Reviewing data provided by the client and converting currencies to USD as required.
• Submission of tax returns and FBARS to the IRS/Treasury Department.
• Preparing UK tax returns for manager review
• Apportioning income to ensure it is allocated to the correct tax year
• Support to the admin function of the office including answering the telephone at busy times.

Skills

• Hard working with a desire to learn
• Interest in tax
• Accuracy and attention to detail
• Confidentiality
• IT proficiency (experience of MS Excel and Word desirable).

Education

• 5 GCSEs including Maths and English
• 2 A Levels or equivalent preferred