Tax Trainee - 2026 Intake

Key Responsibilities

• Assists in the preparation of personal, company and trust tax returns, corresponding by letter, email and telephone.

• Assists in preparation of supporting schedules by analysing backing documentation in a complete and thorough manner.
• Responsible for the checking of assessments, statements of account and surcharge notices for accuracy and highlighting any anomalies.
• Liaises with the authorities regarding tax and social security queries, responding in an efficient and timely manner, developing knowledge over time and increasing confidence to deal with more complex issues.
• Develops an understanding of the firm’s products and services and the client base to ensure client retention and growth.
• Acts as an ambassador of the firm, building relationships and promoting the firm at every opportunity to facilitate new business opportunities.
• Obtains a relevant professional qualification, if applicable, in accordance with a signed training agreement.

Skills, Knowledge and Expertise

• Highly PC literate with good knowledge of Windows software and Microsoft 365.
• Possesses excellent planning, organisational and time management skills.
• Is a team player but also has the confidence to work alone on certain engagements. 
• Has attention to detail to ensure that the quality of work will meet the required ethical and professional standards.
• Ability to work under pressure and to deadlines coupled with a flexible attitude and a proactive approach to work. 
• Displays initiative and lateral thinking coupled with the ability to solve routine problems. 
• Analytical with the ability to analyse data from a variety of different sources.
• Has excellent interpersonal and communication skills and has the confidence to deal with people at all levels.
• Committed to effective client service.
• Ability to apply the technical knowledge gained via the studies towards the professional qualification, if applicable.