Private Client Tax Trainee

**Opportunity**

Graduate

**Location**

Bournemouth

**Opportunity details**

**Your future starts here**

Are you looking to start your career in Private Client Tax? We’re seeking ambitious individuals from all backgrounds to join our team as a trainee, studying towards the ATT/CTA qualification.

**Who we welcome**

**About the programme**

Our training contract takes three years to complete with full support and access to first-class tuition centres.

**Key dates to apply**:
Window 1: 15 September 2025 - 3 October 2025

Window 2: 3 November 2025 - 21 November 2025

**Your role and development**

Your growth**doesn't just come from exams,**and**it comes from valuable work experience and real-world learning.

The Tax Services Group (TSG) is a national team operating across our nine UK offices. The team delivers exceptional quality compliance and advisory services to a wide range of high net worth private clients. These include those with UK and offshore interests, property owners, business owners, partnerships and trusts.

Personal tax professionals help individuals to pay the right amount of tax to keep them compliant - work dealing with tax returns and the reporting of tax to the Revenue authorities such as HMRC is called tax compliance.

You'll work in a friendly and progressive team, involved in tasks such as preparing and filing tax returns, carrying out manual reconciliation of tax liabilities and liaising with clients over the phone or in person. The client base is varied and includes clients who are both domestic and international, so we guarantee an exciting and complex portfolio.

We’ll support you every step of the way through mentorship, structured training, and our off-site trainee programmes as well as regular social events to build friendships with colleagues.

**What you'll need**
- 2:1 undergraduate degree (expected or obtained) in any discipline,
- A minimum of 120 UCAS points from your top 3 A Levels (or equivalent), excluding General Studies and AS Levels.
- A minimum of 6 (or B) in GCSE Maths and English Language (or equivalent).

If however, you have over 12 months relevant experience within a training contract at another firm, we recommend exploring part-qualified opportunities on our Experienced Hire vacancy page

**Where potential meets personal meets you**

At Saffery, we look for people who share our values - those who are **collaborative, enthusiastic**, and act with **integrity** while always striving for **excellence**.

You’ll be approachable and committed, ready to take ownership and go the extra mile to deliver our signature service. You won’t hesitate to speak up when something could be better and you’ll help to make it happen. We value drive, focus, and a positive attitude.

Here, you’re never just a number. You’re valued for who you are. We want your personality and style to shine, because we believe in caring more and letting egos take a back seat. We work hard, we support each other, and we enjoy the journey together. You’ll thrive in a close-knit team that takes pride in delivering high quality work.

There’s real mutual respect here and a two-way relationship where we bring out the best in each other.

We’ll help you get to know our clients, but it’s even better if you’re already curious about the broader economic landscape they operate in. Do your research. Ask questions. Be inquisitive.

We know the ATT/CTA exams are demanding, and we’ll be right there to support you every step of the way. Your commitment will play a big part in our continued success.

You’ll be surrounded by people who value you, your contributions, and your potential.

**What we’ll offer you**

We believe that**supporting our people leads to success, so we provide both core and flexible benefits tailored to your needs:
**Financial support & flexibility**
- Competitive salary & paid overtime or time off in lieu
- Profit-sharing scheme (approx. £1,000 per year)
- Generous annual leave & flexible work arrangements
- Contributory pension plan (5% salary match)

**Work life balance & wellbeing**
- Buddy scheme and/or line manager support
- Agile working policy (up to three days working from home, however in your first few months we do encourage up to 4 days in the office to reap the benefits of training around your managers and colleagues)
- Health assessments, GP access, & cancer screenings
- Access to mental health & wellbeing resources

**Personal development and belonging**
- Mentorship & career progression opportunities
- Participation in our Equality, Diversity & Inclusion (ED&I) programme
- Volunteer to join one of our People networks for example Accessibility, Cultural Heritage, Faith, LGBTQ+, Social Mobility and Women

**Who we are**

Saffery is a partner-led and people-focused firm of chartered accountants, tax and business advisers. Since 1855, we’ve built long-term relationships with our diverse, high-profile clients, across varied and specialised sectors. As a proud member of Nexia, a wo