Company description: A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. Job description: Job Title: Junior Personal Tax Assistant Apprentice Department: Trust Location: Liverpool Contract Type: Perm role with 20 months of study Key Dates Closing date 09/06/2024 Start date ASAP Interview date 24/06/2024 The Role An opportunity for an Apprentice to join a successful and growing wealth management company in Liverpool in the Personal Tax Team, that provides both personal tax compliance and advisory services to individuals. Clever and curious people thrive by joining our team as an Apprentice, joining the professional world and networking from a young age. Start your professional career with a large business now and bypass university. Outcomes of the Role - Assist the team with the preparation and filing of UK tax returns. - Exposure to personal tax advisory work & helping to build client relationships. - Assist the managers to ensure that deadlines and client expectations are met. - Assist managers with Work In Progress management, billing and risk management. - Work to obtain your Level 4 ATT accounting qualification, via an apprenticeship. - You will work alongside team members to help our clients to navigate the complex tax landscape and stay compliant by paying the right amount of tax on time. Future Prospects Opportunities for personal growth in role. - Opportunity to develop a professional career within a well-established, reputable wealth management organisation, obtaining professional qualifications beyond your Level 4 ATT qualification, which could include CTA. - Receive regular mentoring and coaching. - You will have an opportunity to build a brilliant career for yourself with a business thats making an impact on individuals. Qualification you will be working towards Level 4 ATT Level 4 Professional Accounting Taxation Technician - Course duration 20 months Training Provided This role is a Level 4 ATT Level 4 Professional Accounting Taxation Technician apprenticeship which will be undertaken tuition provided by BPP. The start date for this role is ASAP, however we anticipate your study to commence at the beginning of September. BPP apprenticeship training programmes are delivered virtually by our fully qualified and industry-experienced training team. Using their expert knowledge, weve purposefully built our programmes around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace. Throughout the apprenticeship learners receive coaching, help and guidance from a dedicated team who are there to ensure they get the most from their work experience. Module and Exam Information: Compulsory papers: ATT P1 - Personal Taxation ATT P2 - Business Taxation Compulsory computer-based exams: Law Professional Responsibility and Ethics Accounting Optional papers (one of the following): ATT P3 - Business Compliance ATT P4 - Corporate Taxation ATT P5 - Inheritance Tax, Trusts and Estates ATT P6 - Value Added Tax Support and commitment Coaching: Three monthly review calls, including target setting and recorded minutes, with a professionally qualified Accountancy and Tax Coach. BPP Momentum: Prepares you for your exams through a series of individual Achievement Ladder steps to measure performance, test knowledge and focus on personal areas of improvement. Skills and Behaviours (S&B) Reflective statements to complete that allow you to demonstrate your skills and behaviours development and help you prepare for the End Point Assessment. Pencil Personal Competency Reflection (PCR) Regularly evaluate your competency using a set of behavioural indicators and descriptions. Qualifications Required 5 GCSEs at A-C or at 4-9 (including English Language and Maths at grade B or 5.) 120 UCAS points for top 3 grades, excluding General Studies. Must be a commutable distance from the Liverpool office. Knowledge, Skills and Experience Excellent communicator, both written and verbal. - Able to communicate strengths. - Positive outlook and resilient. - Embraces a growth mindset. - Eager to learn new skills with a thirst for knowledge. - Works to obtain professional qualifications. - Good people skills and able to work well as part of a team. - Strong IT skills. Personal Qualities This role will suit someone who enjoys working with detail, but with an interest in the bigger picture, and someone who enjoys working as part of a team. -The post holder should also be someone who adheres to the Rathbones company values which include Being responsible, Showing courage, Working together, Always professional. -Maintains an understanding of the regulatory environment appropriate role and complies with all applicable regulatory requirements. Includes (but not restricted to) training and competence, information givers regime and CASS obligations.