Junior Personal Tax Assistant

2 weeks ago

Liverpool, United Kingdom Rathbones Full time
Rathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UK's most responsible wealth manager.

We see it as our responsibility to invest for everyone's tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society and create a lasting legacy. Thinking, acting and investing responsibly.

Job Title:
Junior Personal Tax Assistant Apprentice

Department: Trust

Location:
Liverpool

Contract Type: Perm role with 20 months of study

Reporting to: Laura Luty

Key Dates

Closing date 09/06/2024

Start date ASAP

Interview date 24/06/2024

The Role

An opportunity for an Apprentice to join a successful and growing wealth management company in Liverpool in the Personal Tax Team, that provides both personal tax compliance and advisory services to individuals.

Clever and curious people thrive by joining our team as an Apprentice, joining the professional world and networking from a young age. Start your professional career with a large business now and bypass university.

Outcomes of the Role
Assist the team with the preparation and filing of UK tax returns. Exposure to personal tax advisory work & helping to build client relationships. Assist the managers to ensure that deadlines and client expectations are met. Assist managers with Work In Progress management, billing and risk management. Work to obtain your Level 4 ATT tax qualification, via an apprenticeship. You will work alongside team members to help our clients to navigate the complex tax landscape and stay compliant by paying the right amount of tax on time.
Future Prospects

Opportunities for personal growth in role.
Opportunity to develop a professional career within a well-established, reputable wealth management organisation, obtaining professional qualifications beyond your Level 4 ATT qualification, which could include CTA. Receive regular mentoring and coaching. You will have an opportunity to build a brilliant career for yourself with a business that's making an impact on individuals.
Qualification you will be working towards

Level 4 ATT Level 4 Professional Taxation Technician -

Course duration 20 months

Training Provided

This role is a Level 4 ATT Level 4 Professional Taxation Technician apprenticeship which will be undertaken tuition provided by BPP. The start date for this role is ASAP, however we anticipate your study to commence at the beginning of September.

BPP apprenticeship training programmes are delivered virtually by our fully qualified and industry-experienced training team. Using their expert knowledge, we've purposefully built our programmes around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace.

Throughout the apprenticeship learners receive coaching, help and guidance from a dedicated team who are there to ensure they get the most from their work experience.

Module and Exam Information:

Compulsory papers:

ATT P1 - Personal Taxation

ATT P2 - Business Taxation

Compulsory computer-based exams:

Law

Professional Responsibility and Ethics

Accounting

Optional papers (one of the following):

ATT P3 - Business Compliance

ATT P4 - Corporate Taxation

ATT P5 - Inheritance Tax, Trusts and Estates

ATT P6 - Value Added Tax

Support and commitment

Coaching:

Three monthly review calls, including target

setting and recorded minutes, with a

professionally qualified Accountancy and

Tax Coach.

BPP Momentum:

Prepares you for your exams through a series of

individual Achievement Ladder steps to measure

performance, test knowledge and focus on

personal areas of improvement.

Skills and Behaviours (S&B)

Reflective statements to complete that allow

you to demonstrate your skills and behaviours

development and help you prepare for the End

Point Assessment.

Pencil Personal Competency Reflection (PCR)

Regularly evaluate your competency

using a set of behavioural indicators

and descriptions.

Qualifications Required

5 GCSEs at A*-C or at 4-9 (including English Language and Maths at grade B or 5.)

120 UCAS points for top 3 grades, excluding General Studies.

Must be a commutable distance from the Liverpool office.

Knowledge, Skills and Experience

Excellent communicator, both written and verbal.
Able to communicate strengths. Positive outlook and resilient. Embraces a growth mindset. Eager to learn new skills with a thirst for knowledge. Works to obtain professional qualifications. Good people skills and able to work well as part of a team. Strong IT skills.
Personal Qualities

This role will suit someone who enjoys working with detail, but with an interest in the bigger picture, and someone who enjoys working as part of a team.
The post holder should also be someone who adheres to the Rathbones company values which include Being responsible, Showing courage, Working together, Always professional. Maintains an understanding of the regulatory environment appropriate role and complies with all applicable regulatory requirements. Includes (but not restricted to) training and competence, information givers regime and CASS obligations.
Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values - those that are passionate about client service, operate with the highest levels of integrity and have a strong results focus.

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