Tax Trainee

A tax trainee works alongside experienced tax professionals to learn the required procedures needed for a tax career. Some trainee positions are offered as apprenticeships. A tax trainee typically starts out with basic duties such as entering client information into a tax preparation software program.

This role would have a mixed tax focus and it is likely to be based in an independent firm or a smaller Top 20 practice.

Duties and responsibilities could include:

  • Preparation of tax accounting calculations
  • Analysis of financial data of a complex nature
  • Carry out tax research and summarise findings
  • Corporation tax compliance
  • Learn about PAYE and draft PAYE advice
  • Respond to HMRC correspondence and assisting with enquiries
  • Preparation of tax notes for accounts and reporting
  • Respond to queries from finance functions and auditors
  • Study for professional qualifications (ATT, CTA or others)

Person Specification:

  • You will either be looking for an apprenticeship in tax or you will already be in a similar role currently within an accountancy practice or involved in a more mixed accounts and tax role, with a desire to specialise in tax.
  • Excellent written and verbal communication skills and ability to prepare and present accurate, effective, complete and easily understood pieces of work
  • Strong PC skills and proficiency in Microsoft, Word, Excel and PowerPoint
  • Ability to work independently and to deadlines
  • Ability to work in a team and show willingness to assume additional or new responsibilities readily