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Graduate Trainee Private Client Tax

Salary: Competitve

Location: Bristol, Bristol

Application Deadline: 31-08-2019

Job Type: Graduate job

Contract Type: Permanent

The job

Summary of the job role

At Smith & Williamson we recruit high calibre people with the skills, knowledge and commitment to meet the demands of our business. The graduate programme is a structured training programme combining practical experience with technical studies, as well as providing numerous opportunities to increase your skill set with internal courses ranging from time management to personal impact and negotiation skills to delivering presentations.

Our Private Client Tax Services team assist individuals from all walks of life with their tax issues. With over 6,000 private tax clients and 1,500 trusts, our client base is incredibly varied. Today, we provide services to high-net-worth individuals, non-domiciled individuals, landed estates, trusts and professional practices.

The Private Client Tax Services team can deal with compliance obligations and reporting requirements while also advising on domestic and international issues through our Nexia International network. The team also work closely with other practices within Smith & Williamson such as the Investment Managers, Financial Planners and Pensions specialists which both complement and enhance the advice we can offer.

How you'll expect to spend your day

As part of our Private Client Tax Team you will combine hands-on practical experience with study toward achieving professional qualifications. This hands-on work could include advising on tax efficient strategies or helping clients with financial planning.

- Duties of the Tax Trainee role are as follows:
- Preparation of accounts and tax returns for basic trusts
- Preparation of Repayment Claim Forms and basic Tax Returns for individuals
- Dealing with correspondence from clients/HMRC and other third parties
- Advising clients of their forthcoming tax liabilities including writing to clients and 3rd parties (where necessary)
- Billing clients in a timely manner for the work we have carried out on their behalf
- Setting up new clients and dealing with the disengagement of departing clients
- Organisation of workload to ensure an efficient and timely service

During your training contract you will study towards the Association of Taxation Technicians (ATT) and Chartered Tax Adviser (CTA) qualifications.

The candidate

Required Education

- Must have or be on course for at least an upper second-class (2:1) honours degree in any discipline
- 300 UCAS points (or equivalent) in your top three A-levels (excluding General Studies)
- GCSE English and Maths (or equivalent) at a minimum of grade B

Continue reading to learn what it's like to work at Smith and Williamson


Life at Smith and Williamson for graduates

Graduate Trainees joining departments across assurance & business services, business tax and private client tax services pursue one or more of the following qualifications: Associate Chartered Accountant (ACA), Association of Tax Technicians (ATT) and Chartered Tax Adviser (CTA). Our investment management trainees work towards the Investment Advice Diploma (IAD) and the Masters in Wealth Management (CISI).

No matter which area you choose, you’ll receive first-class training and will develop the skills needed to become a trusted business adviser. In addition, placements in other departments mean greater insight into our business and the chance to expand your networks across the firm.

We can offer you much more responsibility than you might expect. You’ll be working on real projects and liaising with our clients from the start — it’s our approach to clients that makes this a more fulfilling place to work.

A career here means having more personal time than you might get in other firms. We believe in getting your work/life balance just right because it’s not just good for you, it’s good for us too.

If you’re looking to get more out of your future, we think you’ll love life with Smith & Williamson.

Benefits

Life assurance valued at four times annual salary

23 days’ annual holiday allowance

Permanent health insurance

23 days’ annual holiday allowance

Flexible benefits package

23 days’ annual holiday allowance

An interest-free season ticket loan

23 days’ annual holiday allowance

Full financial support for the completion of relevant professional qualifications

23 days’ annual holiday allowance

Overtime payments or compensatory time off (selected business areas)

23 days’ annual holiday allowance

Pension scheme and discretionary bonus

23 days’ annual holiday allowance

Market-comparable salaries

23 days’ annual holiday allowance

23 days’ annual holiday allowance

23 days’ annual holiday allowance

Case studies

Ashlea

Business Tax

"The firm has much better hours and far less pressure than many other firms of the same calibre, but the same quality of work and clients."

Natasha

Assurance & Business Services

"You get the chance to work on a wide range of clients in different business sectors."

Rhys

Private Client Tax Services

"The best thing about working here is the responsibility."

Nicola

Investment Manager (London)

"When it comes to training, Smith & Williamson is encouraging and supportive."

Helen

Private Client Tax Services (London)

"I have always felt like a valued member of the team."

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