Tax - Private Client School Leaver Apprentice - Compliance - September 2025 - Poole

Tussell Limited; Poole; Hybrid; GBP 25,000 - 35,000

Job description

As a Trainee Tax Adviser 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 provide a full private client experience and ensure all our clients' tax and financial planning needs are met. You will have the 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. You'll gain vital client-facing experience in building ongoing relationships with clients and develop the ability to identify all their tax and planning goals.

We are now operating a hybrid working model, so as a school leaver apprentice you will split your time between working from home, visiting the office, client sites when required, or studying for your professional exams.

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.
• Obtain relevant information from other departments and directly from clients while 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.

You're joining us as a permanent employee, so the three years is only the beginning of your exceptional career journey.

Who we're looking for:

• On track or have obtained A-level, BTEC or equivalent qualifications. Strong academic performance is important; however, we understand that things don't always go to plan. Our recruitment process looks at your whole self – academic achievements as well as other experiences in which you have grown and developed.
• 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 is 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 has a positive ‘can-do' attitude if faced with challenging situations.
• A willingness to travel and adhere to our flexible working environment.

Training

• Fully funded professional qualification for this role: Associate of Tax Technicians (ATT) / Chartered Tax Adviser (CTA).

Our supportive culture includes coaching, mentorship, and one-on-one guidance. In addition to funding qualifications, we provide time off to study, and a blended training approach including in-person and virtual learning. You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.

You will also receive comprehensive quality training and development to excel in your professional career; this includes development in professional excellence, client excellence, digital excellence, and technical excellence. Our goal is to support you in reaching your full potential and becoming a standout talent.

Additional job details

Location: Poole

How to apply

Click Apply to start your application now. This job will be available on Prospects until 31 March 2025.

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At Forvis Mazars, we celebrate individuality and thrive on teamwork. We give people the freedom to make a personal contribution to our shared purpose. We support one another to deliver quality, create change, and make an impact, so that everyone can reach their full potential.

That’s why Forvis Mazars is the smart choice.