Overview
Private Client Tax Trainee (ATT/CTA) - Bournemouth - September 2026
Location: Bournemouth, England, United Kingdom
We’re seeking ambitious individuals to join our Private Client Tax team as a trainee, studying towards the ATT/CTA qualification. The Programme is a three-year training contract with full support and access to tuition centres.
Responsibilities
* Work in the Tax Services Group (TSG) to provide compliance and advisory services to high net worth private clients, including those with UK and offshore interests, property owners, business owners, partnerships and trusts.
* Assist with preparing and filing tax returns, perform manual reconciliation of tax liabilities, and liaise with clients by phone or in person.
* Engage in real-world learning and hands-on work to supplement exam preparation, contributing to a varied and complex client portfolio.
* Receive mentorship, structured training, and access to off-site trainee programmes along with regular social events.
Qualifications and Requirements
* 2:1 undergraduate degree (expected or obtained) in any discipline
* A minimum of 120 UCAS points from top 3 A Levels (or equivalent), excluding General Studies and AS Levels
* A minimum of 6 (B) in GCSE Maths and English Language (or equivalent)
* Applications welcome from AAT qualified candidates; include qualification details in the academic section
* If you have over 12 months relevant experience within a training contract at another firm, consider Exploring part-qualified opportunities on our Experienced Hire vacancy page
What We Offer
* Competitive salary with paid overtime or time off in lieu
* Profit-sharing scheme (approx. £1,000 per year)
* Generous annual leave and flexible work arrangements
* Contributory pension plan (5% salary match)
* Buddy scheme, line manager support, and agile working policy (up to three days WFH; first few months may require up to 4 days in the office)
* Health assessments, GP access, cancer screenings, and mental health resources
* Mentorship, career progression opportunities, and participation in ED&I programmes
Who We Are
Saffery is a partner-led firm of chartered accountants, tax and business advisers. Since 1855, we’ve built long-term relationships with diverse, high-profile clients. We are part of Nexia, a worldwide network. We foster an informal and inclusive culture where people can be themselves and develop rewarding careers.
If you’re excited by this role and your career aligns with our values, we’d love to hear from you.
How to Apply
Ready to start your journey? Explore Life At Saffery & Apply Today.
Notes for Applicants
* Familiarise yourself with our recruitment process at How to apply - Saffery
* Consider practising psychometric tests and interview techniques
* You may apply to one programme per recruitment season; if not successful, try again next September
* If extenuating circumstances affected your academic performance, contact EarlyCareersTalent@saffery.com
* We will consider reasonable adjustments and reimburse travel expenses for interviews where applicable
* Hold off on booking annual leave around your expected start date to ensure onboarding success
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