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Private Clients Apprentice

Employer
GARBUTT & ELLIOTT LLP
Location
Triune Court, Monks Cross Drive, York, YO32 9GZ
Salary
£9,009.00 to £17,374.50 annually
Closing date
14 May 2021

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Specialism
Other
Sector
Unspecified
Role Type
Apprenticeship, Higher
Start Date
August
Duration
Permanent
What will the apprentice be doing?

The Private Client Apprentice main duties include:

Preparation of tax returns for personal tax and trust clients
Assisting with new client engagement/money laundering procedures
Assisting the team in both compliance and planning issues
Corresponding with clients and HM Revenue & Customs
Various other ad-hoc duties as required

What training will the apprentice take and what qualification will the apprentice get at the end?

Support will be provided towards completion of the ATT qualification as an apprentice. The training is provided by Kaplan at their Leeds based centre and typically takes place for a couple of days every few weeks.

There are 6 exams in total, 3 of which are self-study and computer based. Students complete one exam at a time and the 3 full exams can be taken in either May or November each year over a period of 18 months to 2 years.

What is the expected career progression after this apprenticeship?

Upon qualifying students could potentially move on to complete the next level of tax qualification (CTA) or the ACA qualification. For students who choose not to continue their studies they will still have the opportunity to progress and develop within the role.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Problem solving skills, Analytical skills, Team working

Qualifications

A Level or equivalent English (Grade C minimum) Desired
A Level or equivalent Maths (Grade C minimum) Desired

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